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 | $28,720 | $111,754-74.3% | $103,333-72.2% | $145,922-80.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 6.45% | 24.77%-18.3pp | 24.88%-18.4pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,152 | $4,212-48.9% | $3,868-44.4% | $4,660-53.8% |
| Participant deferral / active EE | $3,674 | $5,619-34.6% | $5,057-27.4% | $6,688-45.1% |
| Admin fee / account holder | $1,129 | $9,750-88.4% | $8,355-86.5% | $13,397-91.6% |