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 | $52,446 | $72,400-27.6% | $67,502-22.3% | $145,922-64.1% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 6.51% | 7182.46%-7176.0pp | 3512.12%-3505.6pp | 561.29%-554.8pp |
| Employer contribution / active EE | $1,094 | $3,069-64.4% | $2,731-59.9% | $4,660-76.5% |
| Participant deferral / active EE | $865 | $4,783-81.9% | $4,000-78.4% | $6,688-87.1% |
| Admin fee / account holder | $1,581 | $5,539-71.4% | $3,998-60.4% | $13,397-88.2% |