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 | $68,460 | $148,534-53.9% | $135,903-49.6% | $139,434-50.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 11.88% | 79.19%-67.3pp | 68.23%-56.3pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,984 | $5,243-43.1% | $4,856-38.5% | $4,751-37.2% |
| Participant deferral / active EE | $9,419 | $8,100+16.3% | $7,758+21.4% | $6,710+40.4% |
| Admin fee / account holder | $19,297 | $12,400+55.6% | $10,762+79.3% | $11,403+69.2% |