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 | $32,653 | $124,319-73.7% | $111,297-70.7% | $167,490-80.5% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 6.41% | 37.44%-31.0pp | 54.65%-48.2pp | 478.56%-472.1pp |
| Employer contribution / active EE | $708 | $3,435-79.4% | $2,731-74.1% | $4,837-85.4% |
| Participant deferral / active EE | $2,831 | $5,180-45.4% | $4,487-36.9% | $6,341-55.4% |
| Admin fee / account holder | $2,276 | $10,618-78.6% | $7,964-71.4% | $12,309-81.5% |