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 | $60,576 | $65,041-6.9% | $90,951-33.4% | $79,858-24.1% |
| Participation rate | 73.7% | 61.6%+12.1pp | 69.0%+4.7pp | 69.6%+4.1pp |
| Annual return | 10.06% | 30.45%-20.4pp | 134.60%-124.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,861 | $2,512-25.9% | $3,373-44.8% | $3,740-50.2% |
| Admin fee / account holder | $1,019 | $4,536-77.5% | $5,959-82.9% | $5,306-80.8% |