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 | $44,185 | $115,770-61.8% | $101,248-56.4% | $158,922-72.2% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 6.26% | 56.14%-49.9pp | 46.47%-40.2pp | 302.83%-296.6pp |
| Employer contribution / active EE | $4,019 | $4,175-3.7% | $3,660+9.8% | $4,761-15.6% |
| Participant deferral / active EE | $4,015 | $4,957-19.0% | $4,370-8.1% | $5,982-32.9% |
| Admin fee / account holder | $1,208 | $7,245-83.3% | $5,945-79.7% | $11,246-89.3% |