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 | $68,297 | $95,803-28.7% | $113,168-39.6% | $84,808-19.5% |
| Participation rate | 98.7% | 72.9%+25.9pp | 76.6%+22.2pp | 68.3%+30.4pp |
| Annual return | 11.16% | 25.00%-13.8pp | 24.27%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $6,410 | $2,360+171.6% | $2,975+115.4% | $2,631+143.6% |
| Participant deferral / active EE | $3,813 | $4,242-10.1% | $5,107-25.3% | $4,212-9.5% |
| Admin fee / account holder | $959 | $8,989-89.3% | $12,068-92.1% | $7,344-86.9% |