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 | $68,555 | $183,592-62.7% | $155,567-55.9% | $145,959-53.0% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 7.94% | 61.24%-53.3pp | 64.74%-56.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $2,405 | $5,315-54.7% | $4,674-48.5% | $4,661-48.4% |
| Participant deferral / active EE | $3,386 | $6,464-47.6% | $5,628-39.8% | $6,689-49.4% |
| Admin fee / account holder | $8,824 | $19,318-54.3% | $15,916-44.6% | $13,398-34.1% |