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 | $65,141 | $69,515-6.3% | $86,874-25.0% | $85,850-24.1% |
| Participation rate | 79.4% | 66.3%+13.1pp | 71.6%+7.8pp | 69.3%+10.1pp |
| Annual return | 9.63% | 20.12%-10.5pp | 63.52%-53.9pp | 318.53%-308.9pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,300 | $2,919-21.2% | $3,699-37.8% | $3,952-41.8% |
| Admin fee / account holder | $3,116 | $5,972-47.8% | $5,828-46.5% | $6,260-50.2% |