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 | $85,709 | $133,922-36.0% | $116,228-26.3% | $142,382-39.8% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.6%+20.4pp | 80.1%+14.9pp |
| Annual return | 6.30% | 147.76%-141.5pp | 90.06%-83.8pp | 217.08%-210.8pp |
| Employer contribution / active EE | $1,175 | $3,446-65.9% | $2,994-60.8% | $4,299-72.7% |
| Participant deferral / active EE | $1,903 | $5,672-66.4% | $4,953-61.6% | $6,507-70.8% |
| Admin fee / account holder | $22,268 | $14,945+49.0% | $11,989+85.7% | $12,624+76.4% |