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 | $74,679 | $165,335-54.8% | $149,696-50.1% | $158,922-53.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.77% | 348.15%-340.4pp | 276.60%-268.8pp | 302.83%-295.1pp |
| Employer contribution / active EE | $3,914 | $5,103-23.3% | $4,644-15.7% | $4,761-17.8% |
| Participant deferral / active EE | $7,287 | $7,181+1.5% | $6,842+6.5% | $5,982+21.8% |
| Admin fee / account holder | $8,359 | $10,807-22.7% | $9,309-10.2% | $11,246-25.7% |