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 | $61,693 | $99,985-38.3% | $146,665-57.9% | $85,850-28.1% |
| Participation rate | 93.2% | 73.1%+20.2pp | 80.1%+13.2pp | 69.3%+23.9pp |
| Annual return | 11.03% | 18.93%-7.9pp | 22.74%-11.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $4,928 | $2,559+92.6% | $4,136+19.1% | $2,565+92.1% |
| Participant deferral / active EE | $2,524 | $4,006-37.0% | $5,506-54.2% | $3,952-36.1% |
| Admin fee / account holder | $1,593 | $7,702-79.3% | $10,280-84.5% | $6,260-74.6% |