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 | $56,884 | $89,355-36.3% | $141,162-59.7% | $72,985-22.1% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 5.18% | 111.85%-106.7pp | 71.39%-66.2pp | 81.00%-75.8pp |
| Employer contribution / active EE | $3,884 | $3,114+24.7% | $4,735-18.0% | $2,440+59.2% |
| Participant deferral / active EE | $3,302 | $5,418-39.1% | $6,709-50.8% | $3,607-8.5% |
| Admin fee / account holder | $636 | $5,958-89.3% | $10,261-93.8% | $5,124-87.6% |