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 | $79,510 | $80,968-1.8% | $96,544-17.6% | $75,163+5.8% |
| Participation rate | 98.8% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.6pp |
| Annual return | 9.69% | 27.06%-17.4pp | 25.84%-16.1pp | 160.62%-150.9pp |
| Employer contribution / active EE | $672 | $2,282-70.5% | $2,965-77.3% | $2,670-74.8% |
| Participant deferral / active EE | $1,986 | $3,928-49.5% | $4,851-59.1% | $4,125-51.9% |
| Admin fee / account holder | $14,444 | $6,724+114.8% | $8,252+75.0% | $5,651+155.6% |