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 | $48,122 | $73,933-34.9% | $96,683-50.2% | $75,163-36.0% |
| Participation rate | 95.9% | 66.4%+29.5pp | 74.3%+21.6pp | 67.2%+28.7pp |
| Annual return | 12.38% | 26.70%-14.3pp | 35.69%-23.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $7,753 | $2,928+164.8% | $3,737+107.5% | $2,670+190.4% |
| Participant deferral / active EE | $2,033 | $3,659-44.4% | $4,878-58.3% | $4,125-50.7% |
| Admin fee / account holder | $2,187 | $5,216-58.1% | $6,730-67.5% | $5,651-61.3% |