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 | $47,715 | $93,571-49.0% | $135,903-64.9% | $75,163-36.5% |
| Participation rate | 94.6% | 75.2%+19.5pp | 81.9%+12.7pp | 67.2%+27.5pp |
| Annual return | 7.17% | 30.90%-23.7pp | 68.23%-61.1pp | 160.62%-153.4pp |
| Employer contribution / active EE | $6,713 | $3,537+89.8% | $4,856+38.2% | $2,670+151.5% |
| Participant deferral / active EE | $5,288 | $6,404-17.4% | $7,758-31.8% | $4,125+28.2% |
| Admin fee / account holder | $8,314 | $6,975+19.2% | $10,762-22.7% | $5,651+47.1% |