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 | $40,123 | $159,602-74.9% | $150,045-73.3% | $142,382-71.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 9.91% | 70.24%-60.3pp | 62.55%-52.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,013 | $4,961-59.4% | $4,693-57.1% | $4,299-53.2% |
| Participant deferral / active EE | $4,822 | $8,310-42.0% | $7,997-39.7% | $6,507-25.9% |
| Admin fee / account holder | $26,098 | $14,846+75.8% | $13,435+94.3% | $12,624+106.7% |