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 | $65,923 | $98,750-33.2% | $149,696-56.0% | $79,858-17.4% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.0pp |
| Annual return | 10.79% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,513 | $3,216-53.0% | $4,644-67.4% | $2,471-38.8% |
| Participant deferral / active EE | $3,678 | $5,680-35.3% | $6,842-46.2% | $3,740-1.7% |
| Admin fee / account holder | $1,384 | $6,053-77.1% | $9,309-85.1% | $5,306-73.9% |