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 | $82,897 | $102,245-18.9% | $89,340-7.2% | $137,256-39.6% |
| Participation rate | 95.8% | 74.9%+20.9pp | 69.6%+26.3pp | 80.0%+15.9pp |
| Annual return | 4.56% | 21.89%-17.3pp | 20.57%-16.0pp | 220.34%-215.8pp |
| Employer contribution / active EE | $1,434 | $2,529-43.3% | $2,231-35.7% | $4,156-65.5% |
| Participant deferral / active EE | $1,533 | $4,436-65.4% | $3,823-59.9% | $6,407-76.1% |
| Admin fee / account holder | $37,587 | $8,085+364.9% | $6,704+460.7% | $12,270+206.3% |