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 | $61,119 | $81,248-24.8% | $155,509-60.7% | $80,856-24.4% |
| Participation rate | 93.2% | 66.2%+27.0pp | 78.2%+15.0pp | 67.6%+25.5pp |
| Annual return | 7.55% | 33.31%-25.8pp | 64.67%-57.1pp | 35.59%-28.0pp |
| Employer contribution / active EE | $7,045 | $3,100+127.3% | $4,672+50.8% | $2,755+155.7% |
| Participant deferral / active EE | $5,469 | $3,452+58.4% | $5,626-2.8% | $4,296+27.3% |
| Admin fee / account holder | $22,280 | $7,997+178.6% | $15,912+40.0% | $6,918+222.1% |