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 | $41,068 | $111,754-63.3% | $103,333-60.3% | $145,922-71.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.67% | 24.77%-18.1pp | 24.88%-18.2pp | 561.29%-554.6pp |
| Employer contribution / active EE | $2,800 | $4,212-33.5% | $3,868-27.6% | $4,660-39.9% |
| Participant deferral / active EE | $3,791 | $5,619-32.5% | $5,057-25.0% | $6,688-43.3% |
| Admin fee / account holder | $1,172 | $9,750-88.0% | $8,355-86.0% | $13,397-91.3% |