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 | $51,257 | $102,317-49.9% | $146,958-65.1% | $80,856-36.6% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.2%+2.3pp | 67.6%+16.8pp |
| Annual return | 8.01% | 134.76%-126.7pp | 418.34%-410.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $3,887 | $3,713+4.7% | $4,933-21.2% | $2,755+41.1% |
| Participant deferral / active EE | $8,736 | $6,644+31.5% | $8,070+8.3% | $4,296+103.4% |
| Admin fee / account holder | $9,551 | $7,941+20.3% | $12,998-26.5% | $6,918+38.1% |