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 | $86,130 | $104,907-17.9% | $84,611+1.8% | $152,861-43.7% |
| Participation rate | 82.6% | 74.8%+7.8pp | 68.2%+14.4pp | 82.4%+0.2pp |
| Annual return | 2.68% | 373.79%-371.1pp | 258.74%-256.1pp | 345.32%-342.6pp |
| Employer contribution / active EE | $859 | $3,302-74.0% | $2,652-67.6% | $4,762-82.0% |
| Participant deferral / active EE | $2,429 | $4,688-48.2% | $3,899-37.7% | $5,850-58.5% |
| Admin fee / account holder | $1,218 | $6,241-80.5% | $4,912-75.2% | $11,596-89.5% |