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 | $48,477 | $201,272-75.9% | $184,203-73.7% | $145,922-66.8% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 4.22% | 29.00%-24.8pp | 28.81%-24.6pp | 561.29%-557.1pp |
| Employer contribution / active EE | $1,460 | $7,022-79.2% | $6,427-77.3% | $4,660-68.7% |
| Participant deferral / active EE | $3,906 | $9,806-60.2% | $9,131-57.2% | $6,688-41.6% |
| Admin fee / account holder | $8,235 | $16,364-49.7% | $13,901-40.8% | $13,397-38.5% |