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 | $96,847 | $117,381-17.5% | $99,443-2.6% | $152,861-36.6% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 0.71% | 31.87%-31.2pp | 30.72%-30.0pp | 345.32%-344.6pp |
| Employer contribution / active EE | $2,778 | $3,013-7.8% | $2,540+9.4% | $4,762-41.7% |
| Participant deferral / active EE | $865 | $4,086-78.8% | $3,619-76.1% | $5,850-85.2% |
| Admin fee / account holder | $1,094 | $7,631-85.7% | $6,250-82.5% | $11,596-90.6% |