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 5-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 | $65,068 | $54,705+18.9% | $71,209-8.6% | $84,808-23.3% |
| Participation rate | 95.1% | 64.1%+31.1pp | 73.8%+21.4pp | 68.3%+26.8pp |
| Annual return | 12.96% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $7,348 | $2,158+240.5% | $2,721+170.1% | $2,631+179.3% |
| Participant deferral / active EE | $10,257 | $3,030+238.5% | $4,175+145.7% | $4,212+143.5% |
| Admin fee / account holder | $24,448 | $4,863+402.7% | $5,349+357.1% | $7,344+232.9% |