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 | $63,208 | $85,202-25.8% | $172,739-63.4% | $72,985-13.4% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 12.56% | 27.32%-14.8pp | 802.84%-790.3pp | 81.00%-68.4pp |
| Employer contribution / active EE | $511 | $3,324-84.6% | $5,143-90.1% | $2,440-79.1% |
| Participant deferral / active EE | $1,724 | $3,260-47.1% | $5,198-66.8% | $3,607-52.2% |
| Admin fee / account holder | $5,380 | $5,884-8.6% | $13,954-61.4% | $5,124+5.0% |