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 | $39,303 | $227,553-82.7% | $189,557-79.3% | $167,490-76.5% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.4%+2.5pp | 82.1%-1.2pp |
| Annual return | 7.37% | 78.40%-71.0pp | 64.17%-56.8pp | 478.56%-471.2pp |
| Employer contribution / active EE | $795 | $5,316-85.1% | $4,412-82.0% | $4,837-83.6% |
| Participant deferral / active EE | $1,908 | $7,002-72.8% | $6,174-69.1% | $6,341-69.9% |
| Admin fee / account holder | $2,394 | $11,878-79.8% | $9,807-75.6% | $12,309-80.6% |