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 | $52,365 | $77,899-32.8% | $149,673-65.0% | $75,163-30.3% |
| Participation rate | 86.1% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.9pp |
| Annual return | 13.04% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,317 | $3,137-26.2% | $4,818-51.9% | $2,670-13.2% |
| Participant deferral / active EE | $5,362 | $3,411+57.2% | $5,680-5.6% | $4,125+30.0% |
| Admin fee / account holder | $460 | $5,956-92.3% | $13,210-96.5% | $5,651-91.9% |