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 | $64,573 | $53,516+20.7% | $126,539-49.0% | $84,808-23.9% |
| Participation rate | 80.0% | 58.2%+21.8pp | 69.8%+10.2pp | 68.3%+11.7pp |
| Annual return | 11.31% | 58.34%-47.0pp | 425.95%-414.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,240 | $2,671+58.8% | $4,083+3.9% | $4,212+0.7% |
| Admin fee / account holder | $2,876 | $4,497-36.0% | $6,065-52.6% | $7,344-60.8% |