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 | $57,424 | $118,680-51.6% | $98,907-41.9% | $158,922-63.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 1.93% | 372.35%-370.4pp | 196.43%-194.5pp | 302.83%-300.9pp |
| Employer contribution / active EE | $614 | $3,333-81.6% | $2,689-77.2% | $4,761-87.1% |
| Participant deferral / active EE | $2,457 | $5,088-51.7% | $4,244-42.1% | $5,982-58.9% |
| Admin fee / account holder | $568 | $10,131-94.4% | $6,642-91.4% | $11,246-94.9% |