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 | $81,792 | $102,616-20.3% | $81,983-0.2% | $158,922-48.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 5.10% | 61.04%-55.9pp | 41.31%-36.2pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,656 | $3,240-48.9% | $2,498-33.7% | $4,761-65.2% |
| Participant deferral / active EE | $3,113 | $4,648-33.0% | $3,722-16.4% | $5,982-48.0% |
| Admin fee / account holder | $929 | $8,235-88.7% | $5,664-83.6% | $11,246-91.7% |