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 | $65,243 | $148,534-56.1% | $135,903-52.0% | $139,434-53.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 10.00% | 79.19%-69.2pp | 68.23%-58.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,606 | $5,243-50.3% | $4,856-46.3% | $4,751-45.2% |
| Participant deferral / active EE | $5,870 | $8,100-27.5% | $7,758-24.3% | $6,710-12.5% |
| Admin fee / account holder | $5,628 | $12,400-54.6% | $10,762-47.7% | $11,403-50.6% |