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 | $72,565 | $98,750-26.5% | $149,696-51.5% | $79,858-9.1% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 11.58% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,810 | $3,216-12.6% | $4,644-39.5% | $2,471+13.7% |
| Participant deferral / active EE | $7,614 | $5,680+34.0% | $6,842+11.3% | $3,740+103.6% |
| Admin fee / account holder | $2,144 | $6,053-64.6% | $9,309-77.0% | $5,306-59.6% |