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 | $74,341 | $110,257-32.6% | $96,544-23.0% | $139,434-46.7% |
| Participation rate | 81.3% | 78.1%+3.2pp | 76.0%+5.3pp | 80.3%+0.9pp |
| Annual return | 7.98% | 26.32%-18.3pp | 25.84%-17.9pp | 372.94%-365.0pp |
| Employer contribution / active EE | $1,396 | $3,620-61.4% | $2,965-52.9% | $4,751-70.6% |
| Participant deferral / active EE | $3,371 | $5,548-39.2% | $4,851-30.5% | $6,710-49.8% |
| Admin fee / account holder | $4,613 | $11,591-60.2% | $8,252-44.1% | $11,403-59.5% |