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 | $47,054 | $126,574-62.8% | $106,213-55.7% | $145,922-67.8% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 6.81% | 224.79%-218.0pp | 116.14%-109.3pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,239 | $3,730-40.0% | $3,171-29.4% | $4,660-51.9% |
| Participant deferral / active EE | $5,897 | $5,724+3.0% | $5,016+17.6% | $6,688-11.8% |
| Admin fee / account holder | $6,000 | $17,304-65.3% | $11,033-45.6% | $13,397-55.2% |