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 | $67,512 | $80,717-16.4% | $154,803-56.4% | $84,808-20.4% |
| Participation rate | 88.7% | 66.8%+21.9pp | 78.1%+10.6pp | 68.3%+20.4pp |
| Annual return | 8.85% | 37.96%-29.1pp | 58.88%-50.0pp | 40.90%-32.0pp |
| Employer contribution / active EE | $6,541 | $2,761+136.9% | $4,305+51.9% | $2,631+148.6% |
| Participant deferral / active EE | $4,798 | $3,303+45.2% | $5,540-13.4% | $4,212+13.9% |
| Admin fee / account holder | $56,098 | $6,746+731.6% | $14,329+291.5% | $7,344+663.9% |