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 | $72,816 | $155,788-53.3% | $124,672-41.6% | $167,490-56.5% |
| Participation rate | 92.3% | 81.1%+11.2pp | 74.6%+17.7pp | 82.1%+10.2pp |
| Annual return | 5.24% | 17.97%-12.7pp | 5142.93%-5137.7pp | 478.56%-473.3pp |
| Employer contribution / active EE | $1,600 | $4,163-61.6% | $3,324-51.9% | $4,837-66.9% |
| Participant deferral / active EE | $2,659 | $5,673-53.1% | $4,614-42.4% | $6,341-58.1% |
| Admin fee / account holder | $77,603 | $9,531+714.2% | $7,493+935.7% | $12,309+530.5% |