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 | $68,570 | $111,814-38.7% | $93,654-26.8% | $145,959-53.0% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 3.18% | 203.30%-200.1pp | 133.34%-130.2pp | 561.95%-558.8pp |
| Employer contribution / active EE | $976 | $3,092-68.4% | $2,421-59.7% | $4,661-79.1% |
| Participant deferral / active EE | $4,198 | $4,914-14.6% | $4,413-4.9% | $6,689-37.2% |
| Admin fee / account holder | $1,637 | $10,246-84.0% | $8,282-80.2% | $13,398-87.8% |