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 | $71,159 | $102,966-30.9% | $90,281-21.2% | $152,861-53.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 5.50% | 95.16%-89.7pp | 78.10%-72.6pp | 345.32%-339.8pp |
| Employer contribution / active EE | $3,304 | $3,139+5.3% | $2,854+15.7% | $4,762-30.6% |
| Participant deferral / active EE | $1,930 | $4,281-54.9% | $3,885-50.3% | $5,850-67.0% |
| Admin fee / account holder | $1,053 | $6,171-82.9% | $5,351-80.3% | $11,596-90.9% |