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 | $59,291 | $78,422-24.4% | $95,952-38.2% | $79,858-25.8% |
| Participation rate | 98.4% | 73.5%+24.9pp | 77.1%+21.3pp | 69.6%+28.7pp |
| Annual return | 9.20% | 19.37%-10.2pp | 91.61%-82.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,713 | $1,945+39.5% | $2,541+6.8% | $2,471+9.8% |
| Participant deferral / active EE | $5,048 | $3,440+46.8% | $4,167+21.1% | $3,740+35.0% |
| Admin fee / account holder | $8,197 | $5,622+45.8% | $6,795+20.6% | $5,306+54.5% |