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 | $68,536 | $149,734-54.2% | $118,925-42.4% | $158,922-56.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.89% | 19.95%-15.1pp | 35.88%-31.0pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,123 | $4,115-72.7% | $3,263-65.6% | $4,761-76.4% |
| Participant deferral / active EE | $1,679 | $5,223-67.9% | $4,265-60.6% | $5,982-71.9% |
| Admin fee / account holder | $459 | $8,603-94.7% | $6,581-93.0% | $11,246-95.9% |