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 | $85,325 | $149,734-43.0% | $118,925-28.3% | $158,922-46.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 75.4%+16.3pp | 82.0%+9.7pp |
| Annual return | 4.68% | 19.95%-15.3pp | 35.88%-31.2pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,810 | $4,115-56.0% | $3,263-44.5% | $4,761-62.0% |
| Participant deferral / active EE | $3,500 | $5,223-33.0% | $4,265-17.9% | $5,982-41.5% |
| Admin fee / account holder | $38,452 | $8,603+347.0% | $6,581+484.3% | $11,246+241.9% |