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 | $49,796 | $65,395-23.9% | $182,532-72.7% | $72,985-31.8% |
| Participation rate | 85.1% | 65.4%+19.7pp | 78.0%+7.1pp | 69.5%+15.6pp |
| Annual return | 16.03% | 27.68%-11.7pp | 148.54%-132.5pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,149 | $1,911-39.9% | $4,076-71.8% | $2,440-52.9% |
| Participant deferral / active EE | $1,810 | $3,563-49.2% | $5,524-67.2% | $3,607-49.8% |
| Admin fee / account holder | $1,294 | $4,245-69.5% | $8,592-84.9% | $5,124-74.7% |