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 | $82,178 | $148,534-44.7% | $135,903-39.5% | $139,434-41.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.85% | 79.19%-71.3pp | 68.23%-60.4pp | 372.94%-365.1pp |
| Employer contribution / active EE | $4,534 | $5,243-13.5% | $4,856-6.6% | $4,751-4.6% |
| Participant deferral / active EE | $2,972 | $8,100-63.3% | $7,758-61.7% | $6,710-55.7% |
| Admin fee / account holder | $5,159 | $12,400-58.4% | $10,762-52.1% | $11,403-54.8% |