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 | $32,592 | $114,047-71.4% | $96,139-66.1% | $167,490-80.5% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 7.09% | 189.88%-182.8pp | 191.94%-184.9pp | 478.56%-471.5pp |
| Employer contribution / active EE | $612 | $3,427-82.1% | $2,797-78.1% | $4,837-87.4% |
| Participant deferral / active EE | $5,646 | $5,194+8.7% | $4,349+29.8% | $6,341-11.0% |
| Admin fee / account holder | $1,687 | $6,897-75.5% | $5,537-69.5% | $12,309-86.3% |