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 | $84,024 | $107,334-21.7% | $92,893-9.5% | $152,861-45.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 2.58% | 145.58%-143.0pp | 109.41%-106.8pp | 345.32%-342.7pp |
| Employer contribution / active EE | $3,356 | $4,221-20.5% | $3,653-8.1% | $4,762-29.5% |
| Participant deferral / active EE | $6,798 | $4,845+40.3% | $4,236+60.5% | $5,850+16.2% |
| Admin fee / account holder | $3,247 | $7,079-54.1% | $5,794-44.0% | $11,596-72.0% |