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 | $65,932 | $109,881-40.0% | $150,045-56.1% | $84,808-22.3% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 6.90% | 28.25%-21.4pp | 62.55%-55.7pp | 40.90%-34.0pp |
| Employer contribution / active EE | $9,305 | $3,561+161.3% | $4,693+98.3% | $2,631+253.7% |
| Participant deferral / active EE | $4,666 | $6,636-29.7% | $7,997-41.6% | $4,212+10.8% |
| Admin fee / account holder | $58,105 | $8,568+578.2% | $13,435+332.5% | $7,344+691.2% |