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 | $71,638 | $91,538-21.7% | $129,995-44.9% | $75,163-4.7% |
| Participation rate | 81.8% | 71.4%+10.4pp | 78.5%+3.3pp | 67.2%+14.6pp |
| Annual return | 12.83% | -631.11%+643.9pp | -137.18%+150.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,222 | $2,845-21.9% | $4,320-48.6% | $2,670-16.8% |
| Participant deferral / active EE | $3,074 | $4,341-29.2% | $5,820-47.2% | $4,125-25.5% |
| Admin fee / account holder | $4,019 | $6,790-40.8% | $10,614-62.1% | $5,651-28.9% |