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 | $79,739 | $154,117-48.3% | $129,995-38.7% | $139,434-42.8% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 6.29% | 32.48%-26.2pp | -137.18%+143.5pp | 372.94%-366.7pp |
| Employer contribution / active EE | $3,166 | $5,289-40.1% | $4,320-26.7% | $4,751-33.4% |
| Participant deferral / active EE | $4,569 | $6,710-31.9% | $5,820-21.5% | $6,710-31.9% |
| Admin fee / account holder | $31,249 | $14,007+123.1% | $10,614+194.4% | $11,403+174.1% |