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 | $92,924 | $202,432-54.1% | $169,368-45.1% | $139,434-33.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.63% | 531.74%-525.1pp | 405.60%-399.0pp | 372.94%-366.3pp |
| Employer contribution / active EE | $3,080 | $4,692-34.4% | $4,013-23.2% | $4,751-35.2% |
| Participant deferral / active EE | $3,654 | $6,938-47.3% | $6,221-41.3% | $6,710-45.5% |
| Admin fee / account holder | $10,965 | $10,708+2.4% | $9,003+21.8% | $11,403-3.8% |