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 | $30,173 | $46,869-35.6% | $122,332-75.3% | $70,131-57.0% |
| Participation rate | 84.6% | 58.2%+26.4pp | 71.6%+13.0pp | 69.5%+15.1pp |
| Annual return | 12.00% | 24.22%-12.2pp | 30.27%-18.3pp | 73.14%-61.1pp |
| Employer contribution / active EE | $5,141 | $1,288+299.2% | $4,050+26.9% | $2,342+119.5% |
| Participant deferral / active EE | $4,639 | $2,166+114.1% | $3,287+41.1% | $3,332+39.2% |
| Admin fee / account holder | $8,806 | $3,322+165.0% | $5,478+60.7% | $4,645+89.6% |