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 | $59,240 | $148,534-60.1% | $135,903-56.4% | $139,434-57.5% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 9.09% | 79.19%-70.1pp | 68.23%-59.1pp | 372.94%-363.9pp |
| Employer contribution / active EE | $8,748 | $5,243+66.8% | $4,856+80.1% | $4,751+84.1% |
| Participant deferral / active EE | $4,930 | $8,100-39.1% | $7,758-36.4% | $6,710-26.5% |
| Admin fee / account holder | $655 | $12,400-94.7% | $10,762-93.9% | $11,403-94.3% |