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 | $97,111 | $148,534-34.6% | $135,903-28.5% | $139,434-30.4% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 11.18% | 79.19%-68.0pp | 68.23%-57.0pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,288 | $5,243-75.4% | $4,856-73.5% | $4,751-72.9% |
| Participant deferral / active EE | $6,861 | $8,100-15.3% | $7,758-11.6% | $6,710+2.2% |
| Admin fee / account holder | $64,647 | $12,400+421.4% | $10,762+500.7% | $11,403+467.0% |