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 | $66,691 | $99,079-32.7% | $77,999-14.5% | $273,961-75.7% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 1.74% | 217.93%-216.2pp | 425.96%-424.2pp | 41.45%-39.7pp |
| Employer contribution / active EE | $895 | $3,308-73.0% | $2,470-63.8% | $4,869-81.6% |
| Participant deferral / active EE | $6,013 | $4,306+39.6% | $3,497+72.0% | $5,287+13.7% |
| Admin fee / account holder | $2,392 | $8,954-73.3% | $5,480-56.4% | $10,132-76.4% |