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 | $39,997 | $108,919-63.3% | $100,391-60.2% | $145,922-72.6% |
| Participation rate | 90.0% | 82.9%+7.1pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 7.83% | 57.88%-50.1pp | 49.20%-41.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $604 | $4,419-86.3% | $3,942-84.7% | $4,660-87.0% |
| Participant deferral / active EE | $13,120 | $8,445+55.4% | $8,082+62.3% | $6,688+96.2% |
| Admin fee / account holder | $12,615 | $9,689+30.2% | $7,899+59.7% | $13,397-5.8% |