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 | $71,920 | $198,466-63.8% | $170,442-57.8% | $147,584-51.3% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 7.38% | 257.29%-249.9pp | 205.93%-198.5pp | 578.55%-571.2pp |
| Employer contribution / active EE | $4,442 | $6,184-28.2% | $5,433-18.2% | $4,876-8.9% |
| Participant deferral / active EE | $7,282 | $5,629+29.4% | $4,939+47.4% | $5,439+33.9% |
| Admin fee / account holder | $1,342 | $16,852-92.0% | $13,880-90.3% | $10,885-87.7% |