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 | $201,259-75.9% | $184,200-73.7% | $145,959-66.8% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 4.22% | 28.98%-24.8pp | 28.80%-24.6pp | 561.95%-557.7pp |
| Employer contribution / active EE | $1,460 | $7,018-79.2% | $6,424-77.3% | $4,661-68.7% |
| Participant deferral / active EE | $3,906 | $9,806-60.2% | $9,132-57.2% | $6,689-41.6% |
| Admin fee / account holder | $8,235 | $16,372-49.7% | $13,907-40.8% | $13,398-38.5% |