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 | $68,208 | $94,625-27.9% | $116,228-41.3% | $84,808-19.6% |
| Participation rate | 85.1% | 70.4%+14.7pp | 74.6%+10.6pp | 68.3%+16.8pp |
| Annual return | 11.57% | 20.40%-8.8pp | 90.06%-78.5pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,815 | $2,347+62.6% | $2,994+27.4% | $2,631+45.0% |
| Participant deferral / active EE | $7,526 | $3,972+89.5% | $4,953+52.0% | $4,212+78.7% |
| Admin fee / account holder | $13,300 | $10,091+31.8% | $11,989+10.9% | $7,344+81.1% |