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 | $54,568 | $185,822-70.6% | $169,993-67.9% | $139,434-60.9% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 10.58% | 60.50%-49.9pp | 53.37%-42.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,547 | $7,590-53.3% | $6,785-47.7% | $4,751-25.3% |
| Participant deferral / active EE | $5,736 | $11,622-50.6% | $10,408-44.9% | $6,710-14.5% |
| Admin fee / account holder | $2,825 | $15,381-81.6% | $12,815-78.0% | $11,403-75.2% |