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 | $78,196 | $79,944-2.2% | $98,439-20.6% | $75,163+4.0% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.2%+20.8pp | 67.2%+28.8pp |
| Annual return | 8.93% | 19.75%-10.8pp | 21.16%-12.2pp | 160.62%-151.7pp |
| Employer contribution / active EE | $2,857 | $2,264+26.2% | $3,048-6.3% | $2,670+7.0% |
| Participant deferral / active EE | $5,374 | $3,752+43.2% | $4,738+13.4% | $4,125+30.3% |
| Admin fee / account holder | $31,157 | $6,840+355.5% | $8,948+248.2% | $5,651+451.4% |