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 | $85,119 | $111,724-23.8% | $93,606-9.1% | $145,922-41.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 6.79% | 202.98%-196.2pp | 133.20%-126.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,954 | $3,090-36.8% | $2,420-19.3% | $4,660-58.1% |
| Participant deferral / active EE | $3,625 | $4,912-26.2% | $4,411-17.8% | $6,688-45.8% |
| Admin fee / account holder | $34,014 | $10,250+231.9% | $8,285+310.5% | $13,397+153.9% |