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 | $88,711 | $116,175-23.6% | $93,606-5.2% | $152,861-42.0% |
| Participation rate | 76.9% | 78.0%-1.1pp | 75.8%+1.1pp | 82.4%-5.5pp |
| Annual return | 7.03% | 35.96%-28.9pp | 32.76%-25.7pp | 345.32%-338.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,101 | $4,603+32.5% | $4,069+49.9% | $5,850+4.3% |
| Admin fee / account holder | $434 | $10,748-96.0% | $7,888-94.5% | $11,596-96.3% |