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 | $36,517 | $111,754-67.3% | $103,333-64.7% | $145,922-75.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.21% | 24.77%-17.6pp | 24.88%-17.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $3,906 | $4,212-7.3% | $3,868+1.0% | $4,660-16.2% |
| Participant deferral / active EE | $2,584 | $5,619-54.0% | $5,057-48.9% | $6,688-61.4% |
| Admin fee / account holder | $2,064 | $9,750-78.8% | $8,355-75.3% | $13,397-84.6% |