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 | $82,170 | $93,571-12.2% | $135,903-39.5% | $75,163+9.3% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 14.39% | 30.90%-16.5pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,213 | $3,537-9.2% | $4,856-33.8% | $2,670+20.3% |
| Participant deferral / active EE | $3,216 | $6,404-49.8% | $7,758-58.5% | $4,125-22.0% |
| Admin fee / account holder | $18,639 | $6,975+167.2% | $10,762+73.2% | $5,651+229.8% |