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 | $68,006 | $140,940-51.7% | $112,229-39.4% | $139,434-51.2% |
| Participation rate | 94.4% | 79.2%+15.3pp | 72.4%+22.0pp | 80.3%+14.1pp |
| Annual return | -9.33% | 32.71%-42.0pp | 30.20%-39.5pp | 372.94%-382.3pp |
| Employer contribution / active EE | $1,343 | $4,283-68.6% | $3,430-60.8% | $4,751-71.7% |
| Participant deferral / active EE | $2,407 | $5,874-59.0% | $4,798-49.8% | $6,710-64.1% |
| Admin fee / account holder | $2,268 | $9,954-77.2% | $7,748-70.7% | $11,403-80.1% |