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 | $35,820 | $152,587-76.5% | $125,175-71.4% | $152,861-76.6% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 3.66% | 54.84%-51.2pp | 43.79%-40.1pp | 345.32%-341.7pp |
| Employer contribution / active EE | $1,842 | $4,946-62.8% | $3,865-52.3% | $4,762-61.3% |
| Participant deferral / active EE | $3,645 | $5,868-37.9% | $4,937-26.2% | $5,850-37.7% |
| Admin fee / account holder | $11,885 | $13,434-11.5% | $9,702+22.5% | $11,596+2.5% |