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 | $45,018 | $125,758-64.2% | $169,993-73.5% | $75,163-40.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 9.67% | 27.20%-17.5pp | 53.37%-43.7pp | 160.62%-150.9pp |
| Employer contribution / active EE | $3,409 | $4,615-26.1% | $6,785-49.8% | $2,670+27.7% |
| Participant deferral / active EE | $5,147 | $6,837-24.7% | $10,408-50.5% | $4,125+24.8% |
| Admin fee / account holder | $1,102 | $8,173-86.5% | $12,815-91.4% | $5,651-80.5% |