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 | $77,532 | $93,373-17.0% | $152,466-49.1% | $85,850-9.7% |
| Participation rate | 78.9% | 70.1%+8.9pp | 78.2%+0.7pp | 69.3%+9.6pp |
| Annual return | 9.22% | 21.84%-12.6pp | 757.33%-748.1pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,261 | $2,996-57.9% | $4,327-70.9% | $2,565-50.8% |
| Participant deferral / active EE | $4,680 | $4,550+2.9% | $5,820-19.6% | $3,952+18.4% |
| Admin fee / account holder | $15,314 | $13,853+10.6% | $15,805-3.1% | $6,260+144.6% |