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 7-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 | $81,465 | $165,335-50.7% | $149,696-45.6% | $158,922-48.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.89% | 348.15%-340.3pp | 276.60%-268.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,613 | $5,103-68.4% | $4,644-65.3% | $4,761-66.1% |
| Participant deferral / active EE | $2,494 | $7,181-65.3% | $6,842-63.5% | $5,982-58.3% |
| Admin fee / account holder | $593 | $10,807-94.5% | $9,309-93.6% | $11,246-94.7% |