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 | $117,983-35.3% | $101,794-25.0% | $142,382-46.4% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 7.07% | 36.92%-29.8pp | 30.53%-23.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,894 | $2,773-31.7% | $2,289-17.3% | $4,299-55.9% |
| Participant deferral / active EE | $3,667 | $4,714-22.2% | $4,084-10.2% | $6,507-43.7% |
| Admin fee / account holder | $30,531 | $10,433+192.6% | $8,777+247.8% | $12,624+141.9% |