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 | $70,558 | $91,538-22.9% | $129,995-45.7% | $75,163-6.1% |
| Participation rate | 70.3% | 71.4%-1.2pp | 78.5%-8.2pp | 67.2%+3.1pp |
| Annual return | 12.34% | -631.11%+643.5pp | -137.18%+149.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $922 | $2,845-67.6% | $4,320-78.7% | $2,670-65.5% |
| Participant deferral / active EE | $2,493 | $4,341-42.6% | $5,820-57.2% | $4,125-39.6% |
| Admin fee / account holder | $24,960 | $6,790+267.6% | $10,614+135.1% | $5,651+341.7% |