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 | $49,908 | $60,892-18.0% | $82,389-39.4% | $84,808-41.2% |
| Participation rate | 93.8% | 63.3%+30.5pp | 69.5%+24.2pp | 68.3%+25.4pp |
| Annual return | 12.13% | 37.29%-25.2pp | 28.67%-16.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,888 | $1,779+62.3% | $2,517+14.7% | $2,631+9.8% |
| Participant deferral / active EE | $7,406 | $3,179+133.0% | $4,155+78.3% | $4,212+75.9% |
| Admin fee / account holder | $22,291 | $5,467+307.7% | $7,231+208.3% | $7,344+203.5% |