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 | $72,629 | $85,766-15.3% | $136,294-46.7% | $70,131+3.6% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 6.43% | 31.45%-25.0pp | 5155.94%-5149.5pp | 73.14%-66.7pp |
| Employer contribution / active EE | $4,692 | $2,966+58.2% | $4,695-0.1% | $2,342+100.3% |
| Participant deferral / active EE | $5,591 | $5,051+10.7% | $6,247-10.5% | $3,332+67.8% |
| Admin fee / account holder | $19,745 | $5,420+264.3% | $9,243+113.6% | $4,645+325.0% |