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 | $63,293 | $59,839+5.8% | $81,983-22.8% | $79,858-20.7% |
| Participation rate | 81.5% | 61.6%+19.9pp | 69.2%+12.2pp | 69.6%+11.8pp |
| Annual return | 7.91% | 17.56%-9.6pp | 41.31%-33.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $412 | $1,713-75.9% | $2,498-83.5% | $2,471-83.3% |
| Participant deferral / active EE | $3,392 | $2,695+25.9% | $3,722-8.9% | $3,740-9.3% |
| Admin fee / account holder | $10,547 | $4,287+146.0% | $5,664+86.2% | $5,306+98.8% |