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 | $44,944 | $106,890-58.0% | $84,015-46.5% | $152,861-70.6% |
| Participation rate | 90.5% | 75.2%+15.2pp | 69.0%+21.5pp | 82.4%+8.0pp |
| Annual return | 3.57% | 104.99%-101.4pp | 71.31%-67.7pp | 345.32%-341.7pp |
| Employer contribution / active EE | $682 | $2,734-75.1% | $1,983-65.6% | $4,762-85.7% |
| Participant deferral / active EE | $1,998 | $4,011-50.2% | $3,239-38.3% | $5,850-65.8% |
| Admin fee / account holder | $1,714 | $8,285-79.3% | $6,101-71.9% | $11,596-85.2% |