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 | $54,407 | $99,020-45.1% | $86,590-37.2% | $147,584-63.1% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 7.93% | 1312.34%-1304.4pp | 964.84%-956.9pp | 578.55%-570.6pp |
| Employer contribution / active EE | $1,469 | $3,132-53.1% | $2,839-48.3% | $4,876-69.9% |
| Participant deferral / active EE | $3,961 | $3,972-0.3% | $3,609+9.8% | $5,439-27.2% |
| Admin fee / account holder | $338 | $5,710-94.1% | $4,906-93.1% | $10,885-96.9% |