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 | $86,728 | $91,538-5.3% | $129,995-33.3% | $75,163+15.4% |
| Participation rate | 83.3% | 71.4%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 6.65% | -631.11%+637.8pp | -137.18%+143.8pp | 160.62%-154.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,872 | $4,341-33.8% | $5,820-50.7% | $4,125-30.4% |
| Admin fee / account holder | $14,579 | $6,790+114.7% | $10,614+37.4% | $5,651+158.0% |