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 | $81,240 | $102,317-20.6% | $146,958-44.7% | $80,856+0.5% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 11.38% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,243 | $3,713-39.6% | $4,933-54.5% | $2,755-18.6% |
| Participant deferral / active EE | $5,851 | $6,644-11.9% | $8,070-27.5% | $4,296+36.2% |
| Admin fee / account holder | $31,915 | $7,941+301.9% | $12,998+145.5% | $6,918+361.3% |