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 | $72,254 | $91,190-20.8% | $178,490-59.5% | $79,858-9.5% |
| Participation rate | 79.2% | 69.2%+10.0pp | 81.9%-2.8pp | 69.6%+9.5pp |
| Annual return | -17.80% | 24.19%-42.0pp | 151.07%-168.9pp | 31.71%-49.5pp |
| Employer contribution / active EE | $794 | $3,256-75.6% | $5,011-84.2% | $2,471-67.9% |
| Participant deferral / active EE | $6,406 | $3,236+98.0% | $5,202+23.2% | $3,740+71.3% |
| Admin fee / account holder | $1,535 | $6,751-77.3% | $13,984-89.0% | $5,306-71.1% |