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 | $56,415 | $114,381-50.7% | $107,525-47.5% | $142,382-60.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.80% | 242.71%-236.9pp | 181.32%-175.5pp | 217.08%-211.3pp |
| Employer contribution / active EE | $9,510 | $4,015+136.9% | $3,754+153.4% | $4,299+121.2% |
| Participant deferral / active EE | $2,978 | $5,564-46.5% | $5,116-41.8% | $6,507-54.2% |
| Admin fee / account holder | $17,793 | $9,860+80.5% | $8,919+99.5% | $12,624+40.9% |