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 | $50,761 | $93,571-45.8% | $135,903-62.6% | $75,163-32.5% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 13.02% | 30.90%-17.9pp | 68.23%-55.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,569 | $3,537-27.3% | $4,856-47.1% | $2,670-3.8% |
| Participant deferral / active EE | $6,599 | $6,404+3.0% | $7,758-14.9% | $4,125+60.0% |
| Admin fee / account holder | $13,000 | $6,975+86.4% | $10,762+20.8% | $5,651+130.1% |