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 | $60,050 | $89,355-32.8% | $141,162-57.5% | $72,985-17.7% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 17.62% | 111.85%-94.2pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,099 | $3,114-32.6% | $4,735-55.7% | $2,440-14.0% |
| Participant deferral / active EE | $6,537 | $5,418+20.7% | $6,709-2.6% | $3,607+81.2% |
| Admin fee / account holder | $412 | $5,958-93.1% | $10,261-96.0% | $5,124-92.0% |