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 | $77,072 | $98,240-21.5% | $82,313-6.4% | $147,584-47.8% |
| Participation rate | 90.5% | 79.7%+10.8pp | 76.9%+13.6pp | 82.8%+7.6pp |
| Annual return | 7.21% | 30.85%-23.6pp | 25.88%-18.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,190 | $3,192-62.7% | $2,428-51.0% | $4,876-75.6% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,995 | $8,563-65.0% | $5,608-46.6% | $10,885-72.5% |