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 | $68,316 | $96,635-29.3% | $86,612-21.1% | $139,434-51.0% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 7.00% | 106.41%-99.4pp | 591.07%-584.1pp | 372.94%-365.9pp |
| Employer contribution / active EE | $660 | $3,263-79.8% | $3,022-78.2% | $4,751-86.1% |
| Participant deferral / active EE | $2,052 | $4,836-57.6% | $4,438-53.8% | $6,710-69.4% |
| Admin fee / account holder | $13,672 | $6,408+113.4% | $5,614+143.5% | $11,403+19.9% |