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 | $60,606 | $89,355-32.2% | $141,162-57.1% | $72,985-17.0% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.1pp | 69.5%+17.1pp |
| Annual return | 17.42% | 111.85%-94.4pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $5,145 | $3,114+65.2% | $4,735+8.7% | $2,440+110.9% |
| Participant deferral / active EE | $10,480 | $5,418+93.4% | $6,709+56.2% | $3,607+190.5% |
| Admin fee / account holder | $7,504 | $5,958+25.9% | $10,261-26.9% | $5,124+46.4% |