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 | $106,071 | $154,117-31.2% | $129,995-18.4% | $139,434-23.9% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 8.10% | 32.48%-24.4pp | -137.18%+145.3pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,544 | $5,289-70.8% | $4,320-64.3% | $4,751-67.5% |
| Participant deferral / active EE | $3,550 | $6,710-47.1% | $5,820-39.0% | $6,710-47.1% |
| Admin fee / account holder | $1,579 | $14,007-88.7% | $10,614-85.1% | $11,403-86.2% |