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 | $66,609 | $78,672-15.3% | $109,143-39.0% | $85,850-22.4% |
| Participation rate | 90.4% | 68.3%+22.1pp | 75.9%+14.5pp | 69.3%+21.1pp |
| Annual return | 6.79% | 25.09%-18.3pp | 25.75%-19.0pp | 318.53%-311.7pp |
| Employer contribution / active EE | $8,676 | $2,735+217.3% | $3,722+133.1% | $2,565+238.2% |
| Participant deferral / active EE | $1,671 | $3,467-51.8% | $4,653-64.1% | $3,952-57.7% |
| Admin fee / account holder | $6,512 | $5,469+19.1% | $6,752-3.6% | $6,260+4.0% |