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 | $95,452 | $157,256-39.3% | $141,162-32.4% | $152,861-37.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 13.20% | 64.32%-51.1pp | 71.39%-58.2pp | 345.32%-332.1pp |
| Employer contribution / active EE | $6,520 | $5,261+23.9% | $4,735+37.7% | $4,762+36.9% |
| Participant deferral / active EE | $6,550 | $7,109-7.9% | $6,709-2.4% | $5,850+12.0% |
| Admin fee / account holder | $678 | $12,120-94.4% | $10,261-93.4% | $11,596-94.2% |