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 | $65,376 | $105,998-38.3% | $92,233-29.1% | $147,584-55.7% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 6.53% | 50.05%-43.5pp | 176.28%-169.7pp | 578.55%-572.0pp |
| Employer contribution / active EE | $2,420 | $4,333-44.1% | $3,679-34.2% | $4,876-50.4% |
| Participant deferral / active EE | $4,456 | $4,478-0.5% | $3,897+14.3% | $5,439-18.1% |
| Admin fee / account holder | $402 | $6,332-93.6% | $5,194-92.3% | $10,885-96.3% |