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 | $80,339 | $97,744-17.8% | $103,476-22.4% | $145,922-44.9% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 9.26% | 25.41%-16.2pp | 23.90%-14.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,319 | $4,677-50.4% | $4,672-50.4% | $4,660-50.2% |
| Participant deferral / active EE | $2,680 | $6,603-59.4% | $6,623-59.5% | $6,688-59.9% |
| Admin fee / account holder | $783 | $12,515-93.7% | $9,413-91.7% | $13,397-94.2% |