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 | $69,442 | $109,413-36.5% | $156,263-55.6% | $84,808-18.1% |
| Participation rate | 76.0% | 72.7%+3.3pp | 78.9%-2.9pp | 68.3%+7.7pp |
| Annual return | 11.27% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,476 | $2,907-49.2% | $4,333-65.9% | $2,631-43.9% |
| Participant deferral / active EE | $3,572 | $4,590-22.2% | $6,158-42.0% | $4,212-15.2% |
| Admin fee / account holder | $27,870 | $9,357+197.9% | $14,255+95.5% | $7,344+279.5% |