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 | $103,395 | $159,602-35.2% | $150,045-31.1% | $142,382-27.4% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 11.92% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $6,294 | $4,961+26.9% | $4,693+34.1% | $4,299+46.4% |
| Participant deferral / active EE | $4,193 | $8,310-49.5% | $7,997-47.6% | $6,507-35.6% |
| Admin fee / account holder | $27,948 | $14,846+88.2% | $13,435+108.0% | $12,624+121.4% |