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 | $37,532 | $210,698-82.2% | $178,014-78.9% | $145,959-74.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.35% | 386.27%-381.9pp | 294.80%-290.5pp | 561.95%-557.6pp |
| Employer contribution / active EE | $1,166 | $4,567-74.5% | $3,950-70.5% | $4,661-75.0% |
| Participant deferral / active EE | $1,447 | $6,958-79.2% | $6,276-77.0% | $6,689-78.4% |
| Admin fee / account holder | $413 | $12,016-96.6% | $10,362-96.0% | $13,398-96.9% |