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 | $68,829 | $111,724-38.4% | $93,606-26.5% | $145,922-52.8% |
| Participation rate | 73.3% | 74.2%-0.9pp | 68.7%+4.6pp | 80.3%-6.9pp |
| Annual return | 6.86% | 202.98%-196.1pp | 133.20%-126.3pp | 561.29%-554.4pp |
| Employer contribution / active EE | $931 | $3,090-69.9% | $2,420-61.5% | $4,660-80.0% |
| Participant deferral / active EE | $3,011 | $4,912-38.7% | $4,411-31.7% | $6,688-55.0% |
| Admin fee / account holder | $25,227 | $10,250+146.1% | $8,285+204.5% | $13,397+88.3% |