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 | $68,422 | $91,407-25.1% | $135,903-49.7% | $71,457-4.2% |
| Participation rate | 96.4% | 75.7%+20.7pp | 81.9%+14.5pp | 67.9%+28.5pp |
| Annual return | 11.25% | 29.90%-18.6pp | 68.23%-57.0pp | 28.85%-17.6pp |
| Employer contribution / active EE | $7,658 | $3,703+106.8% | $4,856+57.7% | $2,588+195.9% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2,628 | $1,266+107.6% | $10,762-75.6% | $1,587+65.5% |