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 | $72,959 | $114,381-36.2% | $107,525-32.1% | $142,382-48.8% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 4.83% | 242.71%-237.9pp | 181.32%-176.5pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,053 | $4,015-73.8% | $3,754-72.0% | $4,299-75.5% |
| Participant deferral / active EE | $1,504 | $5,564-73.0% | $5,116-70.6% | $6,507-76.9% |
| Admin fee / account holder | $25,920 | $9,860+162.9% | $8,919+190.6% | $12,624+105.3% |