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 | $49,155 | $126,574-61.2% | $106,213-53.7% | $145,922-66.3% |
| Participation rate | 79.2% | 77.6%+1.5pp | 75.3%+3.9pp | 80.3%-1.1pp |
| Annual return | 7.54% | 224.79%-217.2pp | 116.14%-108.6pp | 561.29%-553.7pp |
| Employer contribution / active EE | $941 | $3,730-74.8% | $3,171-70.3% | $4,660-79.8% |
| Participant deferral / active EE | $2,909 | $5,724-49.2% | $5,016-42.0% | $6,688-56.5% |
| Admin fee / account holder | $6,957 | $17,304-59.8% | $11,033-36.9% | $13,397-48.1% |