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 | $129,722 | $73,515+76.5% | $62,995+105.9% | $147,584-12.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.51% | 175.43%-167.9pp | 87.57%-80.1pp | 578.55%-571.0pp |
| Employer contribution / active EE | $445 | $3,320-86.6% | $2,759-83.9% | $4,876-90.9% |
| Participant deferral / active EE | $3,030 | $4,185-27.6% | $3,329-9.0% | $5,439-44.3% |
| Admin fee / account holder | $1,605 | $5,953-73.0% | $3,600-55.4% | $10,885-85.3% |