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 | $25,460 | $69,207-63.2% | $64,056-60.3% | $139,434-81.7% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.3%-0.9pp | 80.3%-8.9pp |
| Annual return | 6.70% | 45.88%-39.2pp | 33.69%-27.0pp | 372.94%-366.2pp |
| Employer contribution / active EE | $3,952 | $3,182+24.2% | $2,747+43.9% | $4,751-16.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $6,564 | $4,244+54.7% | $3,068+113.9% | $11,403-42.4% |