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 | $78,094 | $107,334-27.2% | $92,893-15.9% | $152,861-48.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 8.84% | 145.58%-136.7pp | 109.41%-100.6pp | 345.32%-336.5pp |
| Employer contribution / active EE | $1,002 | $4,221-76.3% | $3,653-72.6% | $4,762-79.0% |
| Participant deferral / active EE | $1,440 | $4,845-70.3% | $4,236-66.0% | $5,850-75.4% |
| Admin fee / account holder | $4,641 | $7,079-34.4% | $5,794-19.9% | $11,596-60.0% |