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 | $88,731 | $101,724-12.8% | $164,813-46.2% | $80,856+9.7% |
| Participation rate | 96.3% | 71.8%+24.5pp | 78.6%+17.7pp | 67.6%+28.7pp |
| Annual return | 5.45% | 16.72%-11.3pp | 69.93%-64.5pp | 35.59%-30.1pp |
| Employer contribution / active EE | $6,709 | $2,953+127.2% | $4,341+54.6% | $2,755+143.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $52,973 | $8,227+543.9% | $12,690+317.4% | $6,918+665.7% |