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 | $84,928 | $117,983-28.0% | $101,794-16.6% | $142,382-40.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.30% | 36.92%-31.6pp | 30.53%-25.2pp | 217.08%-211.8pp |
| Employer contribution / active EE | $1,699 | $2,773-38.7% | $2,289-25.8% | $4,299-60.5% |
| Participant deferral / active EE | $7,020 | $4,714+48.9% | $4,084+71.9% | $6,507+7.9% |
| Admin fee / account holder | $914 | $10,433-91.2% | $8,777-89.6% | $12,624-92.8% |