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 | $83,669 | $124,281-32.7% | $109,143-23.3% | $167,490-50.0% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 9.60% | 26.04%-16.4pp | 25.75%-16.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,288 | $4,207-69.4% | $3,722-65.4% | $4,837-73.4% |
| Participant deferral / active EE | $4,374 | $5,255-16.8% | $4,653-6.0% | $6,341-31.0% |
| Admin fee / account holder | $24,553 | $7,970+208.1% | $6,752+263.6% | $12,309+99.5% |