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 | $41,728 | $98,750-57.7% | $149,696-72.1% | $79,858-47.7% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 11.34% | 27.43%-16.1pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,415 | $3,216-24.9% | $4,644-48.0% | $2,471-2.3% |
| Participant deferral / active EE | $5,574 | $5,680-1.9% | $6,842-18.5% | $3,740+49.0% |
| Admin fee / account holder | $9,186 | $6,053+51.8% | $9,309-1.3% | $5,306+73.1% |