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 | $74,133 | $110,257-32.8% | $96,544-23.2% | $139,434-46.8% |
| Participation rate | 93.8% | 78.1%+15.7pp | 76.0%+17.8pp | 80.3%+13.4pp |
| Annual return | -6.74% | 26.32%-33.1pp | 25.84%-32.6pp | 372.94%-379.7pp |
| Employer contribution / active EE | $1,410 | $3,620-61.0% | $2,965-52.4% | $4,751-70.3% |
| Participant deferral / active EE | $3,689 | $5,548-33.5% | $4,851-23.9% | $6,710-45.0% |
| Admin fee / account holder | $3,058 | $11,591-73.6% | $8,252-62.9% | $11,403-73.2% |