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 | $60,857 | $58,208+4.6% | $81,812-25.6% | $80,856-24.7% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.3%+25.4pp | 67.6%+30.1pp |
| Annual return | 10.11% | 41.66%-31.6pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $4,566 | $2,340+95.2% | $2,912+56.8% | $2,755+65.8% |
| Participant deferral / active EE | $5,207 | $3,281+58.7% | $4,319+20.6% | $4,296+21.2% |
| Admin fee / account holder | $10,083 | $4,981+102.4% | $7,386+36.5% | $6,918+45.8% |