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 | $78,536 | $114,381-31.3% | $107,525-27.0% | $142,382-44.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 11.24% | 242.71%-231.5pp | 181.32%-170.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,232 | $4,015-69.3% | $3,754-67.2% | $4,299-71.3% |
| Participant deferral / active EE | $1,995 | $5,564-64.2% | $5,116-61.0% | $6,507-69.3% |
| Admin fee / account holder | $3,618 | $9,860-63.3% | $8,919-59.4% | $12,624-71.3% |