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 | $37,212 | $159,602-76.7% | $150,045-75.2% | $142,382-73.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 12.13% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,527 | $4,961-49.1% | $4,693-46.1% | $4,299-41.2% |
| Participant deferral / active EE | $6,396 | $8,310-23.0% | $7,997-20.0% | $6,507-1.7% |
| Admin fee / account holder | $9,524 | $14,846-35.9% | $13,435-29.1% | $12,624-24.6% |