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 | $67,412 | $104,251-35.3% | $91,001-25.9% | $147,584-54.3% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 8.37% | 27.06%-18.7pp | 4.60%+3.8pp | 578.55%-570.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,876 | $4,195-55.3% | $3,547-47.1% | $5,439-65.5% |
| Admin fee / account holder | $1,672 | $8,948-81.3% | $5,417-69.1% | $10,885-84.6% |