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 | $56,446 | $70,587-20.0% | $124,672-54.7% | $85,850-34.3% |
| Participation rate | 76.5% | 64.4%+12.1pp | 74.6%+1.9pp | 69.3%+7.2pp |
| Annual return | 10.70% | 20688.83%-20678.1pp | 5142.93%-5132.2pp | 318.53%-307.8pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,764 | $2,969-6.9% | $4,614-40.1% | $3,952-30.0% |
| Admin fee / account holder | $876 | $5,282-83.4% | $7,493-88.3% | $6,260-86.0% |