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 | $53,823 | $102,317-47.4% | $146,958-63.4% | $80,856-33.4% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 10.98% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $7,847 | $3,713+111.3% | $4,933+59.1% | $2,755+184.8% |
| Participant deferral / active EE | $3,003 | $6,644-54.8% | $8,070-62.8% | $4,296-30.1% |
| Admin fee / account holder | $6,303 | $7,941-20.6% | $12,998-51.5% | $6,918-8.9% |