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 | $77,049 | $78,705-2.1% | $117,854-34.6% | $70,131+9.9% |
| Participation rate | 76.1% | 73.2%+2.9pp | 79.7%-3.5pp | 69.5%+6.6pp |
| Annual return | 6.41% | 23.30%-16.9pp | 335.08%-328.7pp | 73.14%-66.7pp |
| Employer contribution / active EE | $10,061 | $2,223+352.5% | $3,786+165.7% | $2,342+329.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,016 | $5,065-20.7% | $8,020-49.9% | $4,645-13.6% |