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 | $51,396 | $105,181-51.1% | $159,436-67.8% | $85,850-40.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 11.33% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,856 | $3,318-44.1% | $4,829-61.6% | $2,565-27.6% |
| Participant deferral / active EE | $3,395 | $5,945-42.9% | $7,352-53.8% | $3,952-14.1% |
| Admin fee / account holder | $4,751 | $6,933-31.5% | $10,799-56.0% | $6,260-24.1% |