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 | $56,642 | $87,013-34.9% | $106,213-46.7% | $80,856-29.9% |
| Participation rate | 90.5% | 70.4%+20.0pp | 75.3%+15.2pp | 67.6%+22.8pp |
| Annual return | 7.75% | 17.05%-9.3pp | 116.14%-108.4pp | 35.59%-27.8pp |
| Employer contribution / active EE | $3,121 | $2,395+30.3% | $3,171-1.6% | $2,755+13.3% |
| Participant deferral / active EE | $4,621 | $3,986+15.9% | $5,016-7.9% | $4,296+7.6% |
| Admin fee / account holder | $17,438 | $8,431+106.8% | $11,033+58.1% | $6,918+152.1% |