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 | $53,584 | $63,346-15.4% | $92,233-41.9% | $70,131-23.6% |
| Participation rate | 82.4% | 68.7%+13.7pp | 76.5%+5.9pp | 69.5%+12.8pp |
| Annual return | 8.44% | 530.12%-521.7pp | 176.28%-167.8pp | 73.14%-64.7pp |
| Employer contribution / active EE | $3,512 | $2,471+42.1% | $3,679-4.6% | $2,342+49.9% |
| Participant deferral / active EE | $4,419 | $2,854+54.8% | $3,897+13.4% | $3,332+32.6% |
| Admin fee / account holder | $5,389 | $3,840+40.3% | $5,194+3.8% | $4,645+16.0% |