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 | $65,657 | $86,944-24.5% | $107,525-38.9% | $74,304-11.6% |
| Participation rate | 84.8% | 59.6%+25.3pp | 75.1%+9.7pp | 60.3%+24.5pp |
| Annual return | 12.53% | 23.52%-11.0pp | 181.32%-168.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $2,559 | $2,757-7.2% | $3,754-31.8% | $2,241+14.2% |
| Participant deferral / active EE | $4,863 | $3,554+36.8% | $5,116-4.9% | $3,767+29.1% |
| Admin fee / account holder | $6,784 | $3,727+82.1% | $8,919-23.9% | $2,969+128.5% |