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 | $85,500 | $104,251-18.0% | $91,001-6.0% | $147,584-42.1% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 4.04% | 27.06%-23.0pp | 4.60%-0.6pp | 578.55%-574.5pp |
| Employer contribution / active EE | $1,399 | $3,116-55.1% | $2,456-43.0% | $4,876-71.3% |
| Participant deferral / active EE | $10,109 | $4,195+141.0% | $3,547+185.0% | $5,439+85.9% |
| Admin fee / account holder | $1,070 | $8,948-88.0% | $5,417-80.2% | $10,885-90.2% |