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 | $54,304 | $72,277-24.9% | $101,248-46.4% | $79,858-32.0% |
| Participation rate | 95.7% | 68.5%+27.3pp | 75.8%+19.9pp | 69.6%+26.1pp |
| Annual return | 8.44% | 22.30%-13.9pp | 46.47%-38.0pp | 31.71%-23.3pp |
| Employer contribution / active EE | $4,576 | $2,692+70.0% | $3,660+25.1% | $2,471+85.2% |
| Participant deferral / active EE | $3,177 | $3,282-3.2% | $4,370-27.3% | $3,740-15.1% |
| Admin fee / account holder | $10,681 | $4,400+142.7% | $5,945+79.7% | $5,306+101.3% |