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 | $56,844 | $99,652-43.0% | $78,778-27.8% | $147,584-61.5% |
| Participation rate | 88.2% | 76.2%+12.0pp | 69.2%+19.0pp | 82.8%+5.4pp |
| Annual return | 5.01% | 47.28%-42.3pp | 35.62%-30.6pp | 578.55%-573.5pp |
| Employer contribution / active EE | $5,852 | $2,796+109.3% | $1,986+194.7% | $4,876+20.0% |
| Participant deferral / active EE | $11,360 | $3,664+210.1% | $2,958+284.0% | $5,439+108.9% |
| Admin fee / account holder | $496 | $7,155-93.1% | $5,134-90.3% | $10,885-95.4% |