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 | $114,112 | $125,758-9.3% | $169,993-32.9% | $75,163+51.8% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.0%+10.3pp | 67.2%+30.1pp |
| Annual return | 12.76% | 27.20%-14.4pp | 53.37%-40.6pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,364 | $4,615-48.8% | $6,785-65.2% | $2,670-11.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,390 | $8,173-9.6% | $12,815-42.3% | $5,651+30.8% |