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 | $70,661 | $159,602-55.7% | $150,045-52.9% | $142,382-50.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 10.45% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,511 | $4,961-69.5% | $4,693-67.8% | $4,299-64.9% |
| Participant deferral / active EE | $4,791 | $8,310-42.3% | $7,997-40.1% | $6,507-26.4% |
| Admin fee / account holder | $11,958 | $14,846-19.5% | $13,435-11.0% | $12,624-5.3% |