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 | $97,617 | $165,335-41.0% | $149,696-34.8% | $158,922-38.6% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 5.97% | 348.15%-342.2pp | 276.60%-270.6pp | 302.83%-296.9pp |
| Employer contribution / active EE | $3,249 | $5,103-36.3% | $4,644-30.0% | $4,761-31.8% |
| Participant deferral / active EE | $5,674 | $7,181-21.0% | $6,842-17.1% | $5,982-5.2% |
| Admin fee / account holder | $41,204 | $10,807+281.3% | $9,309+342.6% | $11,246+266.4% |