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 | $77,799 | $162,781-52.2% | $133,956-41.9% | $158,922-51.0% |
| Participation rate | 85.0% | 83.2%+1.8pp | 79.8%+5.2pp | 82.0%+3.0pp |
| Annual return | 4.11% | 41.94%-37.8pp | 45.09%-41.0pp | 302.83%-298.7pp |
| Employer contribution / active EE | $5,941 | $4,975+19.4% | $3,919+51.6% | $4,761+24.8% |
| Participant deferral / active EE | $6,783 | $5,911+14.8% | $5,048+34.4% | $5,982+13.4% |
| Admin fee / account holder | $56,232 | $11,736+379.1% | $8,927+529.9% | $11,246+400.0% |