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 | $42,007 | $98,750-57.5% | $149,696-71.9% | $79,858-47.4% |
| Participation rate | 81.5% | 75.8%+5.8pp | 82.5%-0.9pp | 69.6%+11.9pp |
| Annual return | 7.30% | 27.43%-20.1pp | 276.60%-269.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $693 | $3,216-78.5% | $4,644-85.1% | $2,471-72.0% |
| Participant deferral / active EE | $2,507 | $5,680-55.9% | $6,842-63.4% | $3,740-33.0% |
| Admin fee / account holder | $1,836 | $6,053-69.7% | $9,309-80.3% | $5,306-65.4% |