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 | $72,436 | $98,750-26.6% | $149,696-51.6% | $79,858-9.3% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 11.51% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $5,667 | $3,216+76.2% | $4,644+22.0% | $2,471+129.4% |
| Participant deferral / active EE | $4,268 | $5,680-24.9% | $6,842-37.6% | $3,740+14.1% |
| Admin fee / account holder | $3,811 | $6,053-37.0% | $9,309-59.1% | $5,306-28.2% |