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 | $63,694 | $108,919-41.5% | $100,391-36.6% | $145,922-56.4% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 5.22% | 57.88%-52.7pp | 49.20%-44.0pp | 561.29%-556.1pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,708 | $8,445-44.2% | $8,082-41.7% | $6,688-29.6% |
| Admin fee / account holder | $2,760 | $9,689-71.5% | $7,899-65.1% | $13,397-79.4% |