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 | $90,530 | $117,983-23.3% | $101,794-11.1% | $142,382-36.4% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 8.78% | 36.92%-28.1pp | 30.53%-21.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $767 | $2,773-72.3% | $2,289-66.5% | $4,299-82.2% |
| Participant deferral / active EE | $2,632 | $4,714-44.2% | $4,084-35.5% | $6,507-59.5% |
| Admin fee / account holder | $7,756 | $10,433-25.7% | $8,777-11.6% | $12,624-38.6% |