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 | $29,906 | $97,125-69.2% | $86,233-65.3% | $137,256-78.2% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 8.48% | 74.19%-65.7pp | 61.39%-52.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,400 | $2,841-50.7% | $2,504-44.1% | $4,156-66.3% |
| Participant deferral / active EE | $996 | $5,180-80.8% | $4,559-78.2% | $6,407-84.5% |
| Admin fee / account holder | $15,361 | $9,725+58.0% | $8,342+84.1% | $12,270+25.2% |