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 | $81,874 | $209,411-60.9% | $178,490-54.1% | $158,922-48.5% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 3.82% | 188.75%-184.9pp | 151.07%-147.3pp | 302.83%-299.0pp |
| Employer contribution / active EE | $6,778 | $5,706+18.8% | $5,011+35.3% | $4,761+42.4% |
| Participant deferral / active EE | $5,364 | $5,954-9.9% | $5,202+3.1% | $5,982-10.3% |
| Admin fee / account holder | $1,470 | $17,074-91.4% | $13,984-89.5% | $11,246-86.9% |