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 | $49,418 | $85,766-42.4% | $136,294-63.7% | $70,131-29.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.48% | 31.45%-19.0pp | 5155.94%-5143.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,965 | $2,9660% | $4,695-36.9% | $2,342+26.6% |
| Participant deferral / active EE | $6,806 | $5,051+34.7% | $6,247+8.9% | $3,332+104.3% |
| Admin fee / account holder | $930 | $5,420-82.8% | $9,243-89.9% | $4,645-80.0% |