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 | $65,124 | $109,881-40.7% | $150,045-56.6% | $84,808-23.2% |
| Participation rate | 86.1% | 76.1%+10.0pp | 82.3%+3.8pp | 68.3%+17.8pp |
| Annual return | -7.03% | 28.25%-35.3pp | 62.55%-69.6pp | 40.90%-47.9pp |
| Employer contribution / active EE | $7,255 | $3,561+103.7% | $4,693+54.6% | $2,631+175.8% |
| Participant deferral / active EE | $9,782 | $6,636+47.4% | $7,997+22.3% | $4,212+132.3% |
| Admin fee / account holder | $1,781 | $8,568-79.2% | $13,435-86.7% | $7,344-75.7% |