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 | $97,668 | $209,832-53.5% | $189,513-48.5% | $167,490-41.7% |
| Participation rate | 89.5% | 88.7%+0.8pp | 87.8%+1.7pp | 82.1%+7.4pp |
| Annual return | 5.36% | 748.27%-742.9pp | 555.15%-549.8pp | 478.56%-473.2pp |
| Employer contribution / active EE | $1,532 | $6,914-77.8% | $6,162-75.1% | $4,837-68.3% |
| Participant deferral / active EE | $3,980 | $8,935-55.5% | $8,221-51.6% | $6,341-37.2% |
| Admin fee / account holder | $1,374 | $14,293-90.4% | $12,045-88.6% | $12,309-88.8% |