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 | $66,454 | $87,013-23.6% | $106,213-37.4% | $80,856-17.8% |
| Participation rate | 98.9% | 70.4%+28.4pp | 75.3%+23.6pp | 67.6%+31.2pp |
| Annual return | 9.75% | 17.05%-7.3pp | 116.14%-106.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $4,625 | $2,395+93.1% | $3,171+45.8% | $2,755+67.9% |
| Participant deferral / active EE | $4,066 | $3,986+2.0% | $5,016-18.9% | $4,296-5.3% |
| Admin fee / account holder | $4,251 | $8,431-49.6% | $11,033-61.5% | $6,918-38.6% |