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 | $42,871 | $57,541-25.5% | $95,745-55.2% | $75,163-43.0% |
| Participation rate | 96.9% | 62.5%+34.4pp | 72.3%+24.6pp | 67.2%+29.7pp |
| Annual return | 13.36% | 34.93%-21.6pp | 28.35%-15.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,041 | $1,808+68.2% | $2,835+7.3% | $2,670+13.9% |
| Participant deferral / active EE | $4,833 | $3,074+57.2% | $4,245+13.9% | $4,125+17.2% |
| Admin fee / account holder | $11,838 | $4,099+188.8% | $5,678+108.5% | $5,651+109.5% |