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 | $78,602 | $209,336-62.5% | $197,124-60.1% | $137,256-42.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.28% | 48.09%-38.8pp | 44.34%-35.1pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,468 | $6,591-62.6% | $6,227-60.4% | $4,156-40.6% |
| Participant deferral / active EE | $3,617 | $9,614-62.4% | $9,135-60.4% | $6,407-43.5% |
| Admin fee / account holder | $15,399 | $17,308-11.0% | $16,298-5.5% | $12,270+25.5% |