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 | $70,395 | $106,890-34.1% | $84,015-16.2% | $152,861-53.9% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 2.10% | 104.99%-102.9pp | 71.31%-69.2pp | 345.32%-343.2pp |
| Employer contribution / active EE | $4,663 | $2,734+70.5% | $1,983+135.1% | $4,762-2.1% |
| Participant deferral / active EE | $4,707 | $4,011+17.3% | $3,239+45.3% | $5,850-19.5% |
| Admin fee / account holder | $513 | $8,285-93.8% | $6,101-91.6% | $11,596-95.6% |