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 | $71,164 | $109,359-34.9% | $162,163-56.1% | $72,985-2.5% |
| Participation rate | 71.4% | 84.3%-12.8pp | 87.6%-16.1pp | 69.5%+1.9pp |
| Annual return | 2.43% | 25.46%-23.0pp | 115.59%-113.2pp | 81.00%-78.6pp |
| Employer contribution / active EE | $1,505 | $3,907-61.5% | $5,614-73.2% | $2,440-38.3% |
| Participant deferral / active EE | $3,174 | $5,481-42.1% | $7,298-56.5% | $3,607-12.0% |
| Admin fee / account holder | $4,658 | $7,972-41.6% | $10,843-57.0% | $5,124-9.1% |