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 | $81,642 | $133,922-39.0% | $116,228-29.8% | $142,382-42.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 7.85% | 147.76%-139.9pp | 90.06%-82.2pp | 217.08%-209.2pp |
| Employer contribution / active EE | $830 | $3,446-75.9% | $2,994-72.3% | $4,299-80.7% |
| Participant deferral / active EE | $4,765 | $5,672-16.0% | $4,953-3.8% | $6,507-26.8% |
| Admin fee / account holder | $9,410 | $14,945-37.0% | $11,989-21.5% | $12,624-25.5% |