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 | $46,495 | $198,466-76.6% | $170,442-72.7% | $147,584-68.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 6.95% | 257.29%-250.3pp | 205.93%-199.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $4,357 | $6,184-29.5% | $5,433-19.8% | $4,876-10.7% |
| Participant deferral / active EE | $4,730 | $5,629-16.0% | $4,939-4.2% | $5,439-13.0% |
| Admin fee / account holder | $1,553 | $16,852-90.8% | $13,880-88.8% | $10,885-85.7% |