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 | $73,038 | $183,519-60.2% | $155,509-53.0% | $145,922-49.9% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 7.42% | 61.17%-53.7pp | 64.67%-57.2pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,812 | $5,313-65.9% | $4,672-61.2% | $4,660-61.1% |
| Participant deferral / active EE | $3,047 | $6,462-52.9% | $5,626-45.8% | $6,688-54.4% |
| Admin fee / account holder | $45,739 | $19,313+136.8% | $15,912+187.4% | $13,397+241.4% |