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 | $65,885 | $89,355-26.3% | $141,162-53.3% | $72,985-9.7% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.5%+8.6pp | 69.5%+21.6pp |
| Annual return | 17.79% | 111.85%-94.1pp | 71.39%-53.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $3,534 | $3,114+13.5% | $4,735-25.4% | $2,440+44.8% |
| Participant deferral / active EE | $3,778 | $5,418-30.3% | $6,709-43.7% | $3,607+4.7% |
| Admin fee / account holder | $13,275 | $5,958+122.8% | $10,261+29.4% | $5,124+159.1% |