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 | $71,797 | $56,053+28.1% | $75,972-5.5% | $80,856-11.2% |
| Participation rate | 93.5% | 62.0%+31.5pp | 69.1%+24.5pp | 67.6%+25.9pp |
| Annual return | 8.01% | 20.53%-12.5pp | 359.55%-351.5pp | 35.59%-27.6pp |
| Employer contribution / active EE | $3,992 | $1,874+113.0% | $2,685+48.7% | $2,755+44.9% |
| Participant deferral / active EE | $5,259 | $3,052+72.3% | $4,255+23.6% | $4,296+22.4% |
| Admin fee / account holder | $3,314 | $5,234-36.7% | $6,467-48.7% | $6,918-52.1% |