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 | $91,993 | $159,602-42.4% | $150,045-38.7% | $142,382-35.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 11.62% | 70.24%-58.6pp | 62.55%-50.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,009 | $4,961-79.7% | $4,693-78.5% | $4,299-76.5% |
| Participant deferral / active EE | $17,454 | $8,310+110.0% | $7,997+118.3% | $6,507+168.2% |
| Admin fee / account holder | $2,474 | $14,846-83.3% | $13,435-81.6% | $12,624-80.4% |