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 | $78,326 | $81,208-3.5% | $98,907-20.8% | $79,858-1.9% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 4.59% | 60.99%-56.4pp | 196.43%-191.8pp | 31.71%-27.1pp |
| Employer contribution / active EE | $878 | $1,960-55.2% | $2,689-67.4% | $2,471-64.5% |
| Participant deferral / active EE | $1,734 | $3,265-46.9% | $4,244-59.1% | $3,740-53.6% |
| Admin fee / account holder | $657 | $6,013-89.1% | $6,642-90.1% | $5,306-87.6% |