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 | $72,380 | $103,376-30.0% | $87,100-16.9% | $152,861-52.6% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 6.30% | 28.10%-21.8pp | 28.19%-21.9pp | 345.32%-339.0pp |
| Employer contribution / active EE | $1,579 | $3,220-51.0% | $2,521-37.4% | $4,762-66.8% |
| Participant deferral / active EE | $3,146 | $4,778-34.2% | $4,049-22.3% | $5,850-46.2% |
| Admin fee / account holder | $7,651 | $12,205-37.3% | $7,497+2.1% | $11,596-34.0% |