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 | $48,272 | $102,616-53.0% | $81,983-41.1% | $158,922-69.6% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.2%+20.8pp | 82.0%+8.0pp |
| Annual return | 4.44% | 61.04%-56.6pp | 41.31%-36.9pp | 302.83%-298.4pp |
| Employer contribution / active EE | $2,076 | $3,240-35.9% | $2,498-16.9% | $4,761-56.4% |
| Participant deferral / active EE | $2,937 | $4,648-36.8% | $3,722-21.1% | $5,982-50.9% |
| Admin fee / account holder | $300 | $8,235-96.4% | $5,664-94.7% | $11,246-97.3% |