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 | $53,668 | $63,346-15.3% | $92,233-41.8% | $70,131-23.5% |
| Participation rate | 84.6% | 68.7%+15.9pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 11.39% | 530.12%-518.7pp | 176.28%-164.9pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,956 | $2,471-20.9% | $3,679-46.8% | $2,342-16.5% |
| Participant deferral / active EE | $1,946 | $2,854-31.8% | $3,897-50.1% | $3,332-41.6% |
| Admin fee / account holder | $1,513 | $3,840-60.6% | $5,194-70.9% | $4,645-67.4% |