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 | $45,648 | $127,264-64.1% | $109,895-58.5% | $167,490-72.7% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.2%-0.5pp | 82.1%-8.4pp |
| Annual return | 5.83% | 22.97%-17.1pp | 29.45%-23.6pp | 478.56%-472.7pp |
| Employer contribution / active EE | $1,035 | $3,322-68.8% | $2,842-63.6% | $4,837-78.6% |
| Participant deferral / active EE | $3,073 | $4,514-31.9% | $4,048-24.1% | $6,341-51.5% |
| Admin fee / account holder | $415 | $7,114-94.2% | $6,066-93.2% | $12,309-96.6% |