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 | $64,764 | $104,664-38.1% | $85,682-24.4% | $167,490-61.3% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.9%+7.9pp | 82.1%-4.3pp |
| Annual return | 1.77% | 21.45%-19.7pp | 21.49%-19.7pp | 478.56%-476.8pp |
| Employer contribution / active EE | $1,254 | $3,337-62.4% | $2,618-52.1% | $4,837-74.1% |
| Participant deferral / active EE | $1,549 | $4,824-67.9% | $3,923-60.5% | $6,341-75.6% |
| Admin fee / account holder | $835 | $10,032-91.7% | $6,873-87.9% | $12,309-93.2% |