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 | $79,190 | $85,766-7.7% | $136,294-41.9% | $70,131+12.9% |
| Participation rate | 92.0% | 74.2%+17.8pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 13.31% | 31.45%-18.1pp | 5155.94%-5142.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,200 | $2,966+7.9% | $4,695-31.8% | $2,342+36.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $957 | $5,420-82.3% | $9,243-89.6% | $4,645-79.4% |