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 | $58,572 | $63,346-7.5% | $92,233-36.5% | $70,131-16.5% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 12.03% | 530.12%-518.1pp | 176.28%-164.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $7,426 | $2,471+200.5% | $3,679+101.8% | $2,342+217.0% |
| Participant deferral / active EE | $3,208 | $2,854+12.4% | $3,897-17.7% | $3,332-3.7% |
| Admin fee / account holder | $3,560 | $3,840-7.3% | $5,194-31.5% | $4,645-23.4% |