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 | $78,722 | $133,922-41.2% | $116,228-32.3% | $142,382-44.7% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.6%+2.4pp | 80.1%-3.2pp |
| Annual return | 6.83% | 147.76%-140.9pp | 90.06%-83.2pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,394 | $3,446-59.5% | $2,994-53.4% | $4,299-67.6% |
| Participant deferral / active EE | $3,968 | $5,672-30.1% | $4,953-19.9% | $6,507-39.0% |
| Admin fee / account holder | $20,120 | $14,945+34.6% | $11,989+67.8% | $12,624+59.4% |