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 | $20,123 | $54,762-63.3% | $90,281-77.7% | $72,985-72.4% |
| Participation rate | 97.0% | 65.1%+31.8pp | 73.3%+23.7pp | 69.5%+27.5pp |
| Annual return | 15.25% | 30.63%-15.4pp | 78.10%-62.8pp | 81.00%-65.7pp |
| Employer contribution / active EE | $6,955 | $2,092+232.4% | $2,854+143.7% | $2,440+185.1% |
| Participant deferral / active EE | $4,761 | $2,887+64.9% | $3,885+22.5% | $3,607+32.0% |
| Admin fee / account holder | $15,853 | $3,972+299.1% | $5,351+196.3% | $5,124+209.4% |