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 | $58,585 | $137,414-57.4% | $189,513-69.1% | $85,850-31.8% |
| Participation rate | 90.0% | 84.6%+5.4pp | 87.8%+2.2pp | 69.3%+20.7pp |
| Annual return | 3.03% | 38.14%-35.1pp | 555.15%-552.1pp | 318.53%-315.5pp |
| Employer contribution / active EE | $2,066 | $4,344-52.4% | $6,162-66.5% | $2,565-19.4% |
| Participant deferral / active EE | $3,376 | $6,260-46.1% | $8,221-58.9% | $3,952-14.6% |
| Admin fee / account holder | $5,324 | $8,630-38.3% | $12,045-55.8% | $6,260-14.9% |