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 | $65,871 | $104,664-37.1% | $85,682-23.1% | $167,490-60.7% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.9%+21.8pp | 82.1%+9.6pp |
| Annual return | 8.51% | 21.45%-12.9pp | 21.49%-13.0pp | 478.56%-470.0pp |
| Employer contribution / active EE | $4,293 | $3,337+28.6% | $2,618+63.9% | $4,837-11.3% |
| Participant deferral / active EE | $1,735 | $4,824-64.0% | $3,923-55.8% | $6,341-72.6% |
| Admin fee / account holder | $56,435 | $10,032+462.5% | $6,873+721.1% | $12,309+358.5% |