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 | $70,835 | $111,754-36.6% | $103,333-31.4% | $145,922-51.5% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 7.53% | 24.77%-17.2pp | 24.88%-17.4pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,723 | $4,212-35.4% | $3,868-29.6% | $4,660-41.6% |
| Participant deferral / active EE | $4,616 | $5,619-17.8% | $5,057-8.7% | $6,688-31.0% |
| Admin fee / account holder | $32,774 | $9,750+236.1% | $8,355+292.3% | $13,397+144.6% |