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 6-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 | $95,956 | $175,202-45.2% | $149,673-35.9% | $139,434-31.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 6.54% | 166.71%-160.2pp | 134.42%-127.9pp | 372.94%-366.4pp |
| Employer contribution / active EE | $2,790 | $5,474-49.0% | $4,818-42.1% | $4,751-41.3% |
| Participant deferral / active EE | $4,982 | $6,519-23.6% | $5,680-12.3% | $6,710-25.7% |
| Admin fee / account holder | $664 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |