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 | $63,265 | $111,754-43.4% | $103,333-38.8% | $145,922-56.6% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 6.68% | 24.77%-18.1pp | 24.88%-18.2pp | 561.29%-554.6pp |
| Employer contribution / active EE | $3,421 | $4,212-18.8% | $3,868-11.5% | $4,660-26.6% |
| Participant deferral / active EE | $7,272 | $5,619+29.4% | $5,057+43.8% | $6,688+8.7% |
| Admin fee / account holder | $5,824 | $9,750-40.3% | $8,355-30.3% | $13,397-56.5% |