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 | $80,983 | $127,065-36.3% | $113,168-28.4% | $142,382-43.1% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 8.94% | 24.03%-15.1pp | 24.27%-15.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,401 | $3,442-59.3% | $2,975-52.9% | $4,299-67.4% |
| Participant deferral / active EE | $3,571 | $5,716-37.5% | $5,107-30.1% | $6,507-45.1% |
| Admin fee / account holder | $62,448 | $15,736+296.8% | $12,068+417.5% | $12,624+394.7% |