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 | $76,927 | $78,422-1.9% | $95,952-19.8% | $79,858-3.7% |
| Participation rate | 94.1% | 73.5%+20.6pp | 77.1%+17.0pp | 69.6%+24.5pp |
| Annual return | 6.18% | 19.37%-13.2pp | 91.61%-85.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,479 | $1,945-24.0% | $2,541-41.8% | $2,471-40.2% |
| Participant deferral / active EE | $4,576 | $3,440+33.0% | $4,167+9.8% | $3,740+22.3% |
| Admin fee / account holder | $2,019 | $5,622-64.1% | $6,795-70.3% | $5,306-62.0% |