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 9-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 | $43,702 | $111,754-60.9% | $103,333-57.7% | $145,922-70.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 8.82% | 24.77%-15.9pp | 24.88%-16.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,761 | $4,212-58.2% | $3,868-54.5% | $4,660-62.2% |
| Participant deferral / active EE | $5,770 | $5,619+2.7% | $5,057+14.1% | $6,688-13.7% |
| Admin fee / account holder | $4,868 | $9,750-50.1% | $8,355-41.7% | $13,397-63.7% |