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 | $52,844 | $89,355-40.9% | $141,162-62.6% | $72,985-27.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 15.21% | 111.85%-96.6pp | 71.39%-56.2pp | 81.00%-65.8pp |
| Employer contribution / active EE | $3,351 | $3,114+7.6% | $4,735-29.2% | $2,440+37.4% |
| Participant deferral / active EE | $5,382 | $5,418-0.7% | $6,709-19.8% | $3,607+49.2% |
| Admin fee / account holder | $10,139 | $5,958+70.2% | $10,261-1.2% | $5,124+97.9% |