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 | $79,189 | $109,817-27.9% | $98,442-19.6% | $167,490-52.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 6.77% | 1956.69%-1949.9pp | 1492.73%-1486.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $877 | $3,224-72.8% | $2,960-70.4% | $4,837-81.9% |
| Participant deferral / active EE | $3,787 | $4,673-19.0% | $4,276-11.5% | $6,341-40.3% |
| Admin fee / account holder | $866 | $6,753-87.2% | $5,949-85.4% | $12,309-93.0% |