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 | $42,664 | $100,852-57.7% | $90,404-52.8% | $158,922-73.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | -1.74% | 1724.20%-1725.9pp | 1293.02%-1294.8pp | 302.83%-304.6pp |
| Employer contribution / active EE | $664 | $3,689-82.0% | $3,262-79.7% | $4,761-86.1% |
| Participant deferral / active EE | $6,511 | $4,348+49.7% | $3,963+64.3% | $5,982+8.8% |
| Admin fee / account holder | $711 | $6,501-89.1% | $5,611-87.3% | $11,246-93.7% |