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 | $87,285 | $150,440-42.0% | $136,294-36.0% | $147,584-40.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 7.21% | 1049.08%-1041.9pp | 5155.94%-5148.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,681 | $5,256-68.0% | $4,695-64.2% | $4,876-65.5% |
| Participant deferral / active EE | $3,559 | $6,630-46.3% | $6,247-43.0% | $5,439-34.6% |
| Admin fee / account holder | $652 | $10,905-94.0% | $9,243-92.9% | $10,885-94.0% |