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 | $19,565 | $85,006-77.0% | $76,190-74.3% | $145,922-86.6% |
| Participation rate | 80.0% | 82.9%-2.9pp | 79.3%+0.7pp | 80.3%-0.3pp |
| Annual return | 6.98% | 13.11%-6.1pp | 13.78%-6.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $3,127 | $5,265-40.6% | $4,578-31.7% | $4,660-32.9% |
| Participant deferral / active EE | $6,184 | $6,392-3.3% | $5,474+13.0% | $6,688-7.5% |
| Admin fee / account holder | $4,657 | $5,760-19.1% | $5,123-9.1% | $13,397-65.2% |