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 | $67,607 | $107,934-37.4% | $91,989-26.5% | $152,861-55.8% |
| Participation rate | 70.6% | 81.2%-10.6pp | 78.6%-8.0pp | 82.4%-11.9pp |
| Annual return | 6.41% | 89.24%-82.8pp | 69.02%-62.6pp | 345.32%-338.9pp |
| Employer contribution / active EE | $1,639 | $4,210-61.1% | $3,452-52.5% | $4,762-65.6% |
| Participant deferral / active EE | $3,182 | $6,364-50.0% | $5,923-46.3% | $5,850-45.6% |
| Admin fee / account holder | $514 | $10,520-95.1% | $7,743-93.4% | $11,596-95.6% |