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 | $154,228-54.2% | $145,433-51.4% | $137,256-48.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 10.45% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,511 | $4,804-68.6% | $4,554-66.8% | $4,156-63.7% |
| Participant deferral / active EE | $4,791 | $8,216-41.7% | $7,897-39.3% | $6,407-25.2% |
| Admin fee / account holder | $11,958 | $14,344-16.6% | $13,129-8.9% | $12,270-2.5% |