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 | $70,729 | $85,202-17.0% | $172,739-59.1% | $72,985-3.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.05% | 27.32%-12.3pp | 802.84%-787.8pp | 81.00%-65.9pp |
| Employer contribution / active EE | $5,314 | $3,324+59.9% | $5,143+3.3% | $2,440+117.8% |
| Participant deferral / active EE | $11,090 | $3,260+240.2% | $5,198+113.4% | $3,607+207.4% |
| Admin fee / account holder | $1,314 | $5,884-77.7% | $13,954-90.6% | $5,124-74.4% |