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 | $76,957 | $52,580+46.4% | $71,671+7.4% | $70,131+9.7% |
| Participation rate | 96.6% | 60.9%+35.7pp | 68.7%+27.8pp | 69.5%+27.0pp |
| Annual return | 11.36% | 20.25%-8.9pp | 20.65%-9.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $525 | $1,616-67.5% | $2,460-78.7% | $2,342-77.6% |
| Participant deferral / active EE | $4,365 | $2,386+82.9% | $3,438+27.0% | $3,332+31.0% |
| Admin fee / account holder | $9,033 | $3,653+147.3% | $5,558+62.5% | $4,645+94.4% |