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 | $81,708 | $157,256-48.0% | $141,162-42.1% | $152,861-46.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.21% | 64.32%-50.1pp | 71.39%-57.2pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,597 | $5,261-69.6% | $4,735-66.3% | $4,762-66.5% |
| Participant deferral / active EE | $6,170 | $7,109-13.2% | $6,709-8.0% | $5,850+5.5% |
| Admin fee / account holder | $10,159 | $12,120-16.2% | $10,261-1.0% | $11,596-12.4% |