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 | $57,650 | $80,968-28.8% | $96,544-40.3% | $75,163-23.3% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 12.09% | 27.06%-15.0pp | 25.84%-13.8pp | 160.62%-148.5pp |
| Employer contribution / active EE | $6,000 | $2,282+163.0% | $2,965+102.4% | $2,670+124.7% |
| Participant deferral / active EE | $3,465 | $3,928-11.8% | $4,851-28.6% | $4,125-16.0% |
| Admin fee / account holder | $21,896 | $6,724+225.6% | $8,252+165.3% | $5,651+287.5% |