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 | $43,921 | $74,888-41.4% | $71,209-38.3% | $142,382-69.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 9.17% | 345.14%-336.0pp | 282.51%-273.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $842 | $2,854-70.5% | $2,721-69.0% | $4,299-80.4% |
| Participant deferral / active EE | $2,184 | $4,454-51.0% | $4,175-47.7% | $6,507-66.4% |
| Admin fee / account holder | $2,041 | $5,568-63.3% | $5,349-61.8% | $12,624-83.8% |