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 | $57,542 | $58,208-1.1% | $81,812-29.7% | $80,856-28.8% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.3%+7.7pp | 67.6%+12.4pp |
| Annual return | 8.17% | 41.66%-33.5pp | 773.79%-765.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,083 | $2,340-11.0% | $2,912-28.5% | $2,755-24.4% |
| Participant deferral / active EE | $2,163 | $3,281-34.1% | $4,319-49.9% | $4,296-49.6% |
| Admin fee / account holder | $456 | $4,981-90.8% | $7,386-93.8% | $6,918-93.4% |