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 | $51,549 | $65,395-21.2% | $182,532-71.8% | $72,985-29.4% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.1pp | 69.5%+7.4pp |
| Annual return | 15.51% | 27.68%-12.2pp | 148.54%-133.0pp | 81.00%-65.5pp |
| Employer contribution / active EE | $3,508 | $1,911+83.6% | $4,076-13.9% | $2,440+43.8% |
| Participant deferral / active EE | $5,034 | $3,563+41.3% | $5,524-8.9% | $3,607+39.5% |
| Admin fee / account holder | $8,917 | $4,245+110.1% | $8,592+3.8% | $5,124+74.0% |