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 | $60,638 | $102,317-40.7% | $146,958-58.7% | $80,856-25.0% |
| Participation rate | 73.1% | 75.8%-2.8pp | 82.2%-9.1pp | 67.6%+5.4pp |
| Annual return | 7.36% | 134.76%-127.4pp | 418.34%-411.0pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,111 | $3,713-70.1% | $4,933-77.5% | $2,755-59.7% |
| Participant deferral / active EE | $3,003 | $6,644-54.8% | $8,070-62.8% | $4,296-30.1% |
| Admin fee / account holder | $5,144 | $7,941-35.2% | $12,998-60.4% | $6,918-25.6% |