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 | $117,290 | $185,822-36.9% | $169,993-31.0% | $139,434-15.9% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 9.19% | 60.50%-51.3pp | 53.37%-44.2pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,785 | $7,590-76.5% | $6,785-73.7% | $4,751-62.4% |
| Participant deferral / active EE | $3,916 | $11,622-66.3% | $10,408-62.4% | $6,710-41.6% |
| Admin fee / account holder | $1,317 | $15,381-91.4% | $12,815-89.7% | $11,403-88.4% |