See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,067 | $177,572-53.8% | $154,803-47.0% | $142,382-42.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 9.26% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $5,076 | $4,810+5.5% | $4,305+17.9% | $4,299+18.1% |
| Participant deferral / active EE | $9,423 | $6,272+50.2% | $5,540+70.1% | $6,507+44.8% |
| Admin fee / account holder | $55,480 | $16,786+230.5% | $14,329+287.2% | $12,624+339.5% |