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 | $75,893 | $105,998-28.4% | $92,233-17.7% | $147,584-48.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 7.33% | 50.05%-42.7pp | 176.28%-169.0pp | 578.55%-571.2pp |
| Employer contribution / active EE | $792 | $4,333-81.7% | $3,679-78.5% | $4,876-83.8% |
| Participant deferral / active EE | $1,563 | $4,478-65.1% | $3,897-59.9% | $5,439-71.3% |
| Admin fee / account holder | $711 | $6,332-88.8% | $5,194-86.3% | $10,885-93.5% |