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 | $72,276 | $54,762+32.0% | $90,281-19.9% | $72,985-1.0% |
| Participation rate | 96.7% | 65.1%+31.5pp | 73.3%+23.4pp | 69.5%+27.2pp |
| Annual return | 6.84% | 30.63%-23.8pp | 78.10%-71.3pp | 81.00%-74.2pp |
| Employer contribution / active EE | $12,756 | $2,092+509.6% | $2,854+346.9% | $2,440+422.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,168 | $3,972-70.6% | $5,351-78.2% | $5,124-77.2% |