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 | $65,772 | $68,719-4.3% | $91,541-28.2% | $84,808-22.4% |
| Participation rate | 86.2% | 64.5%+21.6pp | 69.8%+16.4pp | 68.3%+17.8pp |
| Annual return | 11.77% | 19.12%-7.3pp | 20.50%-8.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,997 | $1,920+108.2% | $2,505+59.6% | $2,631+51.9% |
| Participant deferral / active EE | $6,015 | $3,136+91.8% | $4,008+50.1% | $4,212+42.8% |
| Admin fee / account holder | $28,710 | $5,786+396.2% | $6,956+312.7% | $7,344+290.9% |