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 | $63,960 | $214,378-70.2% | $200,582-68.1% | $142,382-55.1% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 7.14% | 46.41%-39.3pp | 42.33%-35.2pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,535 | $6,841-62.9% | $6,419-60.5% | $4,299-41.0% |
| Participant deferral / active EE | $3,111 | $9,865-68.5% | $9,331-66.7% | $6,507-52.2% |
| Admin fee / account holder | $45,070 | $17,692+154.8% | $16,305+176.4% | $12,624+257.0% |