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 | $118,838 | $185,822-36.0% | $169,993-30.1% | $139,434-14.8% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 9.83% | 60.50%-50.7pp | 53.37%-43.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $3,190 | $7,590-58.0% | $6,785-53.0% | $4,751-32.9% |
| Participant deferral / active EE | $5,557 | $11,622-52.2% | $10,408-46.6% | $6,710-17.2% |
| Admin fee / account holder | $12,049 | $15,381-21.7% | $12,815-6.0% | $11,403+5.7% |