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 | $47,209 | $157,256-70.0% | $141,162-66.6% | $152,861-69.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.30% | 64.32%-50.0pp | 71.39%-57.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $4,279 | $5,261-18.7% | $4,735-9.6% | $4,762-10.1% |
| Participant deferral / active EE | $3,460 | $7,109-51.3% | $6,709-48.4% | $5,850-40.9% |
| Admin fee / account holder | $1,628 | $12,120-86.6% | $10,261-84.1% | $11,596-86.0% |