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 | $64,961 | $46,869+38.6% | $122,332-46.9% | $70,131-7.4% |
| Participation rate | 97.1% | 58.2%+38.9pp | 71.6%+25.4pp | 69.5%+27.5pp |
| Annual return | 7.16% | 24.22%-17.1pp | 30.27%-23.1pp | 73.14%-66.0pp |
| Employer contribution / active EE | $5,741 | $1,288+345.8% | $4,050+41.7% | $2,342+145.1% |
| Participant deferral / active EE | $4,301 | $2,166+98.5% | $3,287+30.9% | $3,332+29.1% |
| Admin fee / account holder | $2,611 | $3,322-21.4% | $5,478-52.3% | $4,645-43.8% |