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 | $76,298 | $112,729-32.3% | $98,716-22.7% | $137,256-44.4% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 7.07% | 38.48%-31.4pp | 31.81%-24.7pp | 220.34%-213.3pp |
| Employer contribution / active EE | $1,894 | $2,725-30.5% | $2,279-16.9% | $4,156-54.4% |
| Participant deferral / active EE | $3,667 | $4,640-21.0% | $4,048-9.4% | $6,407-42.8% |
| Admin fee / account holder | $30,531 | $10,129+201.4% | $8,703+250.8% | $12,270+148.8% |