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 | $66,288 | $165,335-59.9% | $149,696-55.7% | $158,922-58.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 6.50% | 348.15%-341.7pp | 276.60%-270.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $932 | $5,103-81.7% | $4,644-79.9% | $4,761-80.4% |
| Participant deferral / active EE | $3,972 | $7,181-44.7% | $6,842-41.9% | $5,982-33.6% |
| Admin fee / account holder | $12,794 | $10,807+18.4% | $9,309+37.4% | $11,246+13.8% |