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 | $68,730 | $97,744-29.7% | $103,476-33.6% | $145,922-52.9% |
| Participation rate | 84.6% | 81.1%+3.5pp | 80.5%+4.1pp | 80.3%+4.3pp |
| Annual return | 7.81% | 25.41%-17.6pp | 23.90%-16.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,931 | $4,677-58.7% | $4,672-58.7% | $4,660-58.5% |
| Participant deferral / active EE | $3,154 | $6,603-52.2% | $6,623-52.4% | $6,688-52.8% |
| Admin fee / account holder | $36,551 | $12,515+192.1% | $9,413+288.3% | $13,397+172.8% |