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 | $54,038 | $93,571-42.2% | $135,903-60.2% | $75,163-28.1% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 14.93% | 30.90%-16.0pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,484 | $3,537-58.0% | $4,856-69.4% | $2,670-44.4% |
| Participant deferral / active EE | $6,121 | $6,404-4.4% | $7,758-21.1% | $4,125+48.4% |
| Admin fee / account holder | $647 | $6,975-90.7% | $10,762-94.0% | $5,651-88.6% |