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 | $150,807 | $209,411-28.0% | $178,490-15.5% | $158,922-5.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 4.10% | 188.75%-184.7pp | 151.07%-147.0pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,412 | $5,706-57.7% | $5,011-51.9% | $4,761-49.3% |
| Participant deferral / active EE | $3,455 | $5,954-42.0% | $5,202-33.6% | $5,982-42.2% |
| Admin fee / account holder | $1,191 | $17,074-93.0% | $13,984-91.5% | $11,246-89.4% |