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 | $68,769 | $77,899-11.7% | $149,673-54.1% | $75,163-8.5% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 9.42% | 31.72%-22.3pp | 134.42%-125.0pp | 160.62%-151.2pp |
| Employer contribution / active EE | $1,050 | $3,137-66.5% | $4,818-78.2% | $2,670-60.7% |
| Participant deferral / active EE | $1,470 | $3,411-56.9% | $5,680-74.1% | $4,125-64.4% |
| Admin fee / account holder | $1,546 | $5,956-74.0% | $13,210-88.3% | $5,651-72.6% |