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 | $53,799 | $132,634-59.4% | $115,768-53.5% | $137,256-60.8% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 3.32% | 160.70%-157.4pp | 100.46%-97.1pp | 220.34%-217.0pp |
| Employer contribution / active EE | $2,597 | $3,360-22.7% | $2,940-11.7% | $4,156-37.5% |
| Participant deferral / active EE | $3,802 | $5,619-32.3% | $4,917-22.7% | $6,407-40.7% |
| Admin fee / account holder | $627 | $15,028-95.8% | $12,439-95.0% | $12,270-94.9% |