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 | $91,679 | $162,781-43.7% | $133,956-31.6% | $158,922-42.3% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 4.86% | 41.94%-37.1pp | 45.09%-40.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,718 | $4,975-65.5% | $3,919-56.2% | $4,761-63.9% |
| Participant deferral / active EE | $2,881 | $5,911-51.3% | $5,048-42.9% | $5,982-51.8% |
| Admin fee / account holder | $634 | $11,736-94.6% | $8,927-92.9% | $11,246-94.4% |