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 | $61,144 | $91,552-33.2% | $133,956-54.4% | $79,858-23.4% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 8.73% | 61.85%-53.1pp | 45.09%-36.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,324 | $2,384-44.4% | $3,919-66.2% | $2,471-46.4% |
| Participant deferral / active EE | $5,745 | $3,733+53.9% | $5,048+13.8% | $3,740+53.6% |
| Admin fee / account holder | $25,107 | $6,321+297.2% | $8,927+181.2% | $5,306+373.2% |