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 9-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 | $65,571 | $91,538-28.4% | $129,995-49.6% | $75,163-12.8% |
| Participation rate | 78.8% | 71.4%+7.3pp | 78.5%+0.3pp | 67.2%+11.6pp |
| Annual return | 11.90% | -631.11%+643.0pp | -137.18%+149.1pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,506 | $2,845-47.1% | $4,320-65.1% | $2,670-43.6% |
| Participant deferral / active EE | $4,413 | $4,341+1.7% | $5,820-24.2% | $4,125+7.0% |
| Admin fee / account holder | $3,808 | $6,790-43.9% | $10,614-64.1% | $5,651-32.6% |