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 | $56,885 | $71,050-19.9% | $93,606-39.2% | $80,856-29.6% |
| Participation rate | 97.5% | 60.4%+37.1pp | 68.7%+28.8pp | 67.6%+29.9pp |
| Annual return | 8.44% | 11.26%-2.8pp | 133.20%-124.8pp | 35.59%-27.2pp |
| Employer contribution / active EE | $2,842 | $1,564+81.8% | $2,420+17.5% | $2,755+3.2% |
| Participant deferral / active EE | $3,893 | $4,034-3.5% | $4,411-11.7% | $4,296-9.4% |
| Admin fee / account holder | $9,623 | $6,945+38.6% | $8,285+16.1% | $6,918+39.1% |