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 | $69,444 | $102,317-32.1% | $146,958-52.7% | $80,856-14.1% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 11.61% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,347 | $3,713-63.7% | $4,933-72.7% | $2,755-51.1% |
| Participant deferral / active EE | $3,767 | $6,644-43.3% | $8,070-53.3% | $4,296-12.3% |
| Admin fee / account holder | $11,930 | $7,941+50.2% | $12,998-8.2% | $6,918+72.5% |