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 | $82,307 | $159,602-48.4% | $150,045-45.1% | $142,382-42.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 11.76% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,890 | $4,961-1.4% | $4,693+4.2% | $4,299+13.8% |
| Participant deferral / active EE | $13,696 | $8,310+64.8% | $7,997+71.3% | $6,507+110.5% |
| Admin fee / account holder | $54,021 | $14,846+263.9% | $13,435+302.1% | $12,624+327.9% |