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 | $72,779 | $102,317-28.9% | $146,958-50.5% | $80,856-10.0% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 11.33% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,324 | $3,713-10.5% | $4,933-32.6% | $2,755+20.7% |
| Participant deferral / active EE | $7,957 | $6,644+19.8% | $8,070-1.4% | $4,296+85.2% |
| Admin fee / account holder | $30,308 | $7,941+281.6% | $12,998+133.2% | $6,918+338.1% |