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 | $45,933 | $91,538-49.8% | $129,995-64.7% | $75,163-38.9% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.5%+7.2pp | 67.2%+18.5pp |
| Annual return | 12.87% | -631.11%+644.0pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,306 | $2,845-54.1% | $4,320-69.8% | $2,670-51.1% |
| Participant deferral / active EE | $2,649 | $4,341-39.0% | $5,820-54.5% | $4,125-35.8% |
| Admin fee / account holder | $2,321 | $6,790-65.8% | $10,614-78.1% | $5,651-58.9% |