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 | $65,506 | $70,669-7.3% | $169,368-61.3% | $75,163-12.8% |
| Participation rate | 77.4% | 64.8%+12.6pp | 77.1%+0.3pp | 67.2%+10.2pp |
| Annual return | 13.44% | 36.36%-22.9pp | 405.60%-392.2pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,796 | $2,211-18.7% | $4,013-55.2% | $2,670-32.7% |
| Participant deferral / active EE | $3,229 | $4,311-25.1% | $6,221-48.1% | $4,125-21.7% |
| Admin fee / account holder | $1,222 | $5,402-77.4% | $9,003-86.4% | $5,651-78.4% |