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 | $57,634 | $159,901-64.0% | $146,958-60.8% | $145,922-60.5% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 8.79% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,724 | $5,286-67.4% | $4,933-65.0% | $4,660-63.0% |
| Participant deferral / active EE | $2,881 | $8,428-65.8% | $8,070-64.3% | $6,688-56.9% |
| Admin fee / account holder | $393 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |