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 | $53,333 | $177,572-70.0% | $154,803-65.5% | $142,382-62.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 9.95% | 65.07%-55.1pp | 58.88%-48.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,429 | $4,810-70.3% | $4,305-66.8% | $4,299-66.8% |
| Participant deferral / active EE | $5,818 | $6,272-7.2% | $5,540+5.0% | $6,507-10.6% |
| Admin fee / account holder | $34,700 | $16,786+106.7% | $14,329+142.2% | $12,624+174.9% |