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 | $93,627 | $111,535-16.1% | $105,223-11.0% | $137,256-31.8% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.0%-1.1pp | 80.0%-6.0pp |
| Annual return | 10.00% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,912 | $3,939-51.5% | $3,689-48.2% | $4,156-54.0% |
| Participant deferral / active EE | $3,741 | $5,500-32.0% | $5,072-26.2% | $6,407-41.6% |
| Admin fee / account holder | $497 | $9,721-94.9% | $8,859-94.4% | $12,270-96.0% |