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 | $40,525 | $111,754-63.7% | $103,333-60.8% | $145,922-72.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.63% | 24.77%-16.1pp | 24.88%-16.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,728 | $4,212-35.2% | $3,868-29.5% | $4,660-41.4% |
| Participant deferral / active EE | $5,812 | $5,619+3.4% | $5,057+14.9% | $6,688-13.1% |
| Admin fee / account holder | $1,684 | $9,750-82.7% | $8,355-79.8% | $13,397-87.4% |