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 | $76,496 | $148,534-48.5% | $135,903-43.7% | $139,434-45.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 10.56% | 79.19%-68.6pp | 68.23%-57.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $2,894 | $5,243-44.8% | $4,856-40.4% | $4,751-39.1% |
| Participant deferral / active EE | $12,146 | $8,100+50.0% | $7,758+56.6% | $6,710+81.0% |
| Admin fee / account holder | $3,517 | $12,400-71.6% | $10,762-67.3% | $11,403-69.2% |