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 | $54,193 | $91,538-40.8% | $129,995-58.3% | $75,163-27.9% |
| Participation rate | 73.9% | 71.4%+2.5pp | 78.5%-4.6pp | 67.2%+6.7pp |
| Annual return | 8.96% | -631.11%+640.1pp | -137.18%+146.1pp | 160.62%-151.7pp |
| Employer contribution / active EE | $1,704 | $2,845-40.1% | $4,320-60.6% | $2,670-36.2% |
| Participant deferral / active EE | $2,561 | $4,341-41.0% | $5,820-56.0% | $4,125-37.9% |
| Admin fee / account holder | $392 | $6,790-94.2% | $10,614-96.3% | $5,651-93.1% |