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 | $71,586 | $91,538-21.8% | $129,995-44.9% | $75,163-4.8% |
| Participation rate | 86.3% | 71.4%+14.8pp | 78.5%+7.8pp | 67.2%+19.1pp |
| Annual return | 7.45% | -631.11%+638.6pp | -137.18%+144.6pp | 160.62%-153.2pp |
| Employer contribution / active EE | $1,725 | $2,845-39.4% | $4,320-60.1% | $2,670-35.4% |
| Participant deferral / active EE | $2,924 | $4,341-32.6% | $5,820-49.8% | $4,125-29.1% |
| Admin fee / account holder | $4,357 | $6,790-35.8% | $10,614-58.9% | $5,651-22.9% |