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 | $88,404 | $124,298-28.9% | $109,152-19.0% | $167,497-47.2% |
| Participation rate | 94.4% | 79.4%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 5.74% | 26.04%-20.3pp | 25.75%-20.0pp | 478.62%-472.9pp |
| Employer contribution / active EE | $2,392 | $4,208-43.2% | $3,722-35.7% | $4,838-50.6% |
| Participant deferral / active EE | $11,117 | $5,256+111.5% | $4,653+138.9% | $6,341+75.3% |
| Admin fee / account holder | $1,292 | $7,971-83.8% | $6,753-80.9% | $12,310-89.5% |