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 | $75,220 | $102,317-26.5% | $146,958-48.8% | $80,856-7.0% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.1pp | 67.6%+29.7pp |
| Annual return | 11.51% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,571 | $3,713-57.7% | $4,933-68.1% | $2,755-43.0% |
| Participant deferral / active EE | $3,097 | $6,644-53.4% | $8,070-61.6% | $4,296-27.9% |
| Admin fee / account holder | $4,859 | $7,941-38.8% | $12,998-62.6% | $6,918-29.8% |