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 | $71,360 | $85,766-16.8% | $136,294-47.6% | $70,131+1.8% |
| Participation rate | 82.8% | 74.2%+8.6pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 8.37% | 31.45%-23.1pp | 5155.94%-5147.6pp | 73.14%-64.8pp |
| Employer contribution / active EE | $10,147 | $2,966+242.1% | $4,695+116.1% | $2,342+333.2% |
| Participant deferral / active EE | $8,072 | $5,051+59.8% | $6,247+29.2% | $3,332+142.3% |
| Admin fee / account holder | $3,467 | $5,420-36.0% | $9,243-62.5% | $4,645-25.4% |