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 | $67,517 | $77,899-13.3% | $149,673-54.9% | $75,163-10.2% |
| Participation rate | 89.4% | 65.6%+23.8pp | 78.8%+10.6pp | 67.2%+22.2pp |
| Annual return | 12.67% | 31.72%-19.0pp | 134.42%-121.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $5,192 | $3,137+65.5% | $4,818+7.8% | $2,670+94.5% |
| Participant deferral / active EE | $1,631 | $3,411-52.2% | $5,680-71.3% | $4,125-60.5% |
| Admin fee / account holder | $18,578 | $5,956+211.9% | $13,210+40.6% | $5,651+228.8% |