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 | $42,997 | $105,181-59.1% | $159,436-73.0% | $85,850-49.9% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 11.64% | 45.07%-33.4pp | 263.57%-251.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $744 | $3,318-77.6% | $4,829-84.6% | $2,565-71.0% |
| Participant deferral / active EE | $6,172 | $5,945+3.8% | $7,352-16.1% | $3,952+56.2% |
| Admin fee / account holder | $2,721 | $6,933-60.8% | $10,799-74.8% | $6,260-56.5% |