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 | $47,803 | $118,450-59.6% | $98,439-51.4% | $139,434-65.7% |
| Participation rate | 88.9% | 77.4%+11.5pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 1.94% | 18.94%-17.0pp | 21.16%-19.2pp | 372.94%-371.0pp |
| Employer contribution / active EE | $2,794 | $3,609-22.6% | $3,048-8.3% | $4,751-41.2% |
| Participant deferral / active EE | $6,366 | $5,392+18.1% | $4,738+34.4% | $6,710-5.1% |
| Admin fee / account holder | $326 | $14,026-97.7% | $8,948-96.4% | $11,403-97.1% |