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 | $76,153 | $209,411-63.6% | $178,490-57.3% | $158,922-52.1% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 3.78% | 188.75%-185.0pp | 151.07%-147.3pp | 302.83%-299.0pp |
| Employer contribution / active EE | $3,777 | $5,706-33.8% | $5,011-24.6% | $4,761-20.7% |
| Participant deferral / active EE | $2,311 | $5,954-61.2% | $5,202-55.6% | $5,982-61.4% |
| Admin fee / account holder | $70,147 | $17,074+310.8% | $13,984+401.6% | $11,246+523.8% |