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 | $72,289 | $80,717-10.4% | $154,803-53.3% | $84,808-14.8% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 7.54% | 37.96%-30.4pp | 58.88%-51.3pp | 40.90%-33.4pp |
| Employer contribution / active EE | $2,094 | $2,761-24.2% | $4,305-51.4% | $2,631-20.4% |
| Participant deferral / active EE | $1,476 | $3,303-55.3% | $5,540-73.4% | $4,212-65.0% |
| Admin fee / account holder | $478 | $6,746-92.9% | $14,329-96.7% | $7,344-93.5% |