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 | $56,260 | $106,515-47.2% | $96,683-41.8% | $139,434-59.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 4.41% | 38.43%-34.0pp | 35.69%-31.3pp | 372.94%-368.5pp |
| Employer contribution / active EE | $1,729 | $4,103-57.9% | $3,737-53.7% | $4,751-63.6% |
| Participant deferral / active EE | $2,367 | $5,454-56.6% | $4,878-51.5% | $6,710-64.7% |
| Admin fee / account holder | $32,175 | $7,877+308.5% | $6,730+378.1% | $11,403+182.2% |