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 | $34,862 | $118,450-70.6% | $98,439-64.6% | $139,434-75.0% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 6.48% | 18.94%-12.5pp | 21.16%-14.7pp | 372.94%-366.5pp |
| Employer contribution / active EE | $1,010 | $3,609-72.0% | $3,048-66.9% | $4,751-78.7% |
| Participant deferral / active EE | $4,040 | $5,392-25.1% | $4,738-14.7% | $6,710-39.8% |
| Admin fee / account holder | $3,887 | $14,026-72.3% | $8,948-56.6% | $11,403-65.9% |