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 | $91,600 | $155,788-41.2% | $124,672-26.5% | $167,490-45.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 3.98% | 17.97%-14.0pp | 5142.93%-5138.9pp | 478.56%-474.6pp |
| Employer contribution / active EE | $849 | $4,163-79.6% | $3,324-74.4% | $4,837-82.4% |
| Participant deferral / active EE | $2,934 | $5,673-48.3% | $4,614-36.4% | $6,341-53.7% |
| Admin fee / account holder | $1,811 | $9,531-81.0% | $7,493-75.8% | $12,309-85.3% |