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 | $80,725 | $57,541+40.3% | $95,745-15.7% | $75,163+7.4% |
| Participation rate | 96.4% | 62.5%+33.9pp | 72.3%+24.2pp | 67.2%+29.2pp |
| Annual return | 11.31% | 34.93%-23.6pp | 28.35%-17.0pp | 160.62%-149.3pp |
| Employer contribution / active EE | $3,571 | $1,808+97.6% | $2,835+26.0% | $2,670+33.8% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $11,844 | $4,099+189.0% | $5,678+108.6% | $5,651+109.6% |