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 | $62,670 | $48,795+28.4% | $65,493-4.3% | $84,808-26.1% |
| Participation rate | 97.8% | 67.0%+30.8pp | 73.1%+24.7pp | 68.3%+29.5pp |
| Annual return | 10.70% | 20.20%-9.5pp | 982.45%-971.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,777 | $2,928-39.3% | $3,961-55.1% | $4,212-57.8% |
| Admin fee / account holder | $1,136 | $3,877-70.7% | $5,028-77.4% | $7,344-84.5% |