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 | $48,859 | $85,202-42.7% | $172,739-71.7% | $72,985-33.1% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 15.11% | 27.32%-12.2pp | 802.84%-787.7pp | 81.00%-65.9pp |
| Employer contribution / active EE | $7,267 | $3,324+118.6% | $5,143+41.3% | $2,440+197.8% |
| Participant deferral / active EE | $3,534 | $3,260+8.4% | $5,198-32.0% | $3,607-2.0% |
| Admin fee / account holder | $7,125 | $5,884+21.1% | $13,954-48.9% | $5,124+39.1% |