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 | $46,230 | $98,750-53.2% | $149,696-69.1% | $79,858-42.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.09% | 27.43%-19.3pp | 276.60%-268.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,839 | $3,216-42.8% | $4,644-60.4% | $2,471-25.6% |
| Participant deferral / active EE | $3,597 | $5,680-36.7% | $6,842-47.4% | $3,740-3.8% |
| Admin fee / account holder | $1,055 | $6,053-82.6% | $9,309-88.7% | $5,306-80.1% |