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 | $66,771 | $157,256-57.5% | $141,162-52.7% | $152,861-56.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.84% | 64.32%-59.5pp | 71.39%-66.6pp | 345.32%-340.5pp |
| Employer contribution / active EE | $1,802 | $5,261-65.7% | $4,735-61.9% | $4,762-62.2% |
| Participant deferral / active EE | $3,462 | $7,109-51.3% | $6,709-48.4% | $5,850-40.8% |
| Admin fee / account holder | $3,170 | $12,120-73.8% | $10,261-69.1% | $11,596-72.7% |