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 | $60,843 | $98,750-38.4% | $149,696-59.4% | $79,858-23.8% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 2.37% | 27.43%-25.1pp | 276.60%-274.2pp | 31.71%-29.3pp |
| Employer contribution / active EE | $674 | $3,216-79.0% | $4,644-85.5% | $2,471-72.7% |
| Participant deferral / active EE | $3,553 | $5,680-37.4% | $6,842-48.1% | $3,740-5.0% |
| Admin fee / account holder | $10,826 | $6,053+78.9% | $9,309+16.3% | $5,306+104.0% |