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 | $61,014 | $70,756-13.8% | $65,493-6.8% | $142,382-57.1% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 10.97% | 1754.89%-1743.9pp | 982.45%-971.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,471 | $2,881-48.9% | $2,574-42.9% | $4,299-65.8% |
| Participant deferral / active EE | $3,836 | $4,637-17.3% | $3,961-3.2% | $6,507-41.1% |
| Admin fee / account holder | $1,270 | $6,559-80.6% | $5,028-74.8% | $12,624-89.9% |