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 | $63,284 | $165,335-61.7% | $149,696-57.7% | $158,922-60.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 6.88% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $3,769 | $5,103-26.1% | $4,644-18.9% | $4,761-20.8% |
| Participant deferral / active EE | $8,174 | $7,181+13.8% | $6,842+19.5% | $5,982+36.6% |
| Admin fee / account holder | $660 | $10,807-93.9% | $9,309-92.9% | $11,246-94.1% |