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 | $74,019 | $87,013-14.9% | $106,213-30.3% | $80,856-8.5% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.3%+22.6pp | 67.6%+30.3pp |
| Annual return | 2.02% | 17.05%-15.0pp | 116.14%-114.1pp | 35.59%-33.6pp |
| Employer contribution / active EE | $2,180 | $2,395-9.0% | $3,171-31.3% | $2,755-20.9% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,182 | $8,431-38.5% | $11,033-53.0% | $6,918-25.1% |