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 | $133,450 | $148,534-10.2% | $135,903-1.8% | $139,434-4.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 6.82% | 79.19%-72.4pp | 68.23%-61.4pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,827 | $5,243-65.2% | $4,856-62.4% | $4,751-61.5% |
| Participant deferral / active EE | $3,813 | $8,100-52.9% | $7,758-50.9% | $6,710-43.2% |
| Admin fee / account holder | $42,208 | $12,400+240.4% | $10,762+292.2% | $11,403+270.2% |