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 | $52,666 | $202,432-74.0% | $169,368-68.9% | $139,434-62.2% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 3.68% | 531.74%-528.1pp | 405.60%-401.9pp | 372.94%-369.3pp |
| Employer contribution / active EE | $3,415 | $4,692-27.2% | $4,013-14.9% | $4,751-28.1% |
| Participant deferral / active EE | $3,658 | $6,938-47.3% | $6,221-41.2% | $6,710-45.5% |
| Admin fee / account holder | $1,654 | $10,708-84.6% | $9,003-81.6% | $11,403-85.5% |