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 | $72,373 | $183,519-60.6% | $155,509-53.5% | $145,922-50.4% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 6.23% | 61.17%-54.9pp | 64.67%-58.4pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,784 | $5,313-66.4% | $4,672-61.8% | $4,660-61.7% |
| Participant deferral / active EE | $4,432 | $6,462-31.4% | $5,626-21.2% | $6,688-33.7% |
| Admin fee / account holder | $39,611 | $19,313+105.1% | $15,912+148.9% | $13,397+195.7% |