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 | $70,562 | $102,317-31.0% | $146,958-52.0% | $80,856-12.7% |
| Participation rate | 73.6% | 75.8%-2.2pp | 82.2%-8.6pp | 67.6%+5.9pp |
| Annual return | 6.38% | 134.76%-128.4pp | 418.34%-412.0pp | 35.59%-29.2pp |
| Employer contribution / active EE | $2,277 | $3,713-38.7% | $4,933-53.8% | $2,755-17.3% |
| Participant deferral / active EE | $9,301 | $6,644+40.0% | $8,070+15.3% | $4,296+116.5% |
| Admin fee / account holder | $11,957 | $7,941+50.6% | $12,998-8.0% | $6,918+72.8% |