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 | $75,282 | $165,335-54.5% | $149,696-49.7% | $158,922-52.6% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 6.89% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $3,104 | $5,103-39.2% | $4,644-33.2% | $4,761-34.8% |
| Participant deferral / active EE | $4,523 | $7,181-37.0% | $6,842-33.9% | $5,982-24.4% |
| Admin fee / account holder | $6,948 | $10,807-35.7% | $9,309-25.4% | $11,246-38.2% |