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 | $27,617 | $176,056-84.3% | $159,436-82.7% | $167,490-83.5% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 8.31% | 331.75%-323.4pp | 263.57%-255.3pp | 478.56%-470.3pp |
| Employer contribution / active EE | $7,088 | $5,297+33.8% | $4,829+46.8% | $4,837+46.5% |
| Participant deferral / active EE | $6,447 | $7,750-16.8% | $7,352-12.3% | $6,341+1.7% |
| Admin fee / account holder | $686 | $12,554-94.5% | $10,799-93.6% | $12,309-94.4% |