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 | $63,985 | $115,882-44.8% | $100,516-36.3% | $158,922-59.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.71% | 34.79%-31.1pp | 30.89%-27.2pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,522 | $4,103-62.9% | $3,418-55.5% | $4,761-68.0% |
| Participant deferral / active EE | $2,660 | $6,674-60.2% | $6,270-57.6% | $5,982-55.5% |
| Admin fee / account holder | $4,186 | $10,995-61.9% | $8,081-48.2% | $11,246-62.8% |