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 | $52,988 | $133,922-60.4% | $116,228-54.4% | $142,382-62.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 8.15% | 147.76%-139.6pp | 90.06%-81.9pp | 217.08%-208.9pp |
| Employer contribution / active EE | $956 | $3,446-72.2% | $2,994-68.1% | $4,299-77.8% |
| Participant deferral / active EE | $2,481 | $5,672-56.3% | $4,953-49.9% | $6,507-61.9% |
| Admin fee / account holder | $824 | $14,945-94.5% | $11,989-93.1% | $12,624-93.5% |