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 | $97,314 | $115,770-15.9% | $101,248-3.9% | $158,922-38.8% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 4.08% | 56.14%-52.1pp | 46.47%-42.4pp | 302.83%-298.7pp |
| Employer contribution / active EE | $759 | $4,175-81.8% | $3,660-79.3% | $4,761-84.1% |
| Participant deferral / active EE | $3,035 | $4,957-38.8% | $4,370-30.6% | $5,982-49.3% |
| Admin fee / account holder | $9,653 | $7,245+33.2% | $5,945+62.4% | $11,246-14.2% |