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 | $66,284 | $85,766-22.7% | $136,294-51.4% | $70,131-5.5% |
| Participation rate | 86.2% | 74.2%+12.0pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 12.08% | 31.45%-19.4pp | 5155.94%-5143.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $5,860 | $2,966+97.6% | $4,695+24.8% | $2,342+150.2% |
| Participant deferral / active EE | $9,817 | $5,051+94.3% | $6,247+57.2% | $3,332+194.7% |
| Admin fee / account holder | $5,997 | $5,420+10.6% | $9,243-35.1% | $4,645+29.1% |