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 | $71,186 | $54,705+30.1% | $71,2090% | $84,808-16.1% |
| Participation rate | 83.9% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.6pp |
| Annual return | 12.24% | 35.90%-23.7pp | 282.51%-270.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,511 | $2,158+16.4% | $2,721-7.7% | $2,631-4.6% |
| Participant deferral / active EE | $5,958 | $3,030+96.6% | $4,175+42.7% | $4,212+41.5% |
| Admin fee / account holder | $1,056 | $4,863-78.3% | $5,349-80.3% | $7,344-85.6% |