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 | $58,523 | $84,233-30.5% | $170,442-65.7% | $70,131-16.6% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 9.97% | 23.06%-13.1pp | 205.93%-196.0pp | 73.14%-63.2pp |
| Employer contribution / active EE | $2,219 | $3,387-34.5% | $5,433-59.2% | $2,342-5.3% |
| Participant deferral / active EE | $5,357 | $3,086+73.6% | $4,939+8.4% | $3,332+60.8% |
| Admin fee / account holder | $3,992 | $5,698-29.9% | $13,880-71.2% | $4,645-14.1% |