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 | $59,963 | $65,041-7.8% | $90,951-34.1% | $79,858-24.9% |
| Participation rate | 92.9% | 61.6%+31.3pp | 69.0%+23.8pp | 69.6%+23.2pp |
| Annual return | 7.03% | 30.45%-23.4pp | 134.60%-127.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $4,035 | $1,247+223.5% | $2,122+90.2% | $2,471+63.3% |
| Participant deferral / active EE | $1,546 | $2,512-38.5% | $3,373-54.2% | $3,740-58.7% |
| Admin fee / account holder | $9,415 | $4,536+107.6% | $5,959+58.0% | $5,306+77.4% |