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 | $86,793 | $127,065-31.7% | $113,168-23.3% | $142,382-39.0% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 9.17% | 24.03%-14.9pp | 24.27%-15.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,171 | $3,442-36.9% | $2,975-27.0% | $4,299-49.5% |
| Participant deferral / active EE | $6,854 | $5,716+19.9% | $5,107+34.2% | $6,507+5.3% |
| Admin fee / account holder | $68,459 | $15,736+335.1% | $12,068+467.3% | $12,624+442.3% |