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 | $90,721 | $127,065-28.6% | $113,168-19.8% | $142,382-36.3% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | -1.65% | 24.03%-25.7pp | 24.27%-25.9pp | 217.08%-218.7pp |
| Employer contribution / active EE | $1,071 | $3,442-68.9% | $2,975-64.0% | $4,299-75.1% |
| Participant deferral / active EE | $2,179 | $5,716-61.9% | $5,107-57.3% | $6,507-66.5% |
| Admin fee / account holder | $831 | $15,736-94.7% | $12,068-93.1% | $12,624-93.4% |