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 | $67,034 | $81,208-17.5% | $98,907-32.2% | $79,858-16.1% |
| Participation rate | 94.4% | 72.5%+21.9pp | 76.0%+18.4pp | 69.6%+24.8pp |
| Annual return | 7.17% | 60.99%-53.8pp | 196.43%-189.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $563 | $1,960-71.3% | $2,689-79.0% | $2,471-77.2% |
| Participant deferral / active EE | $4,293 | $3,265+31.5% | $4,244+1.2% | $3,740+14.8% |
| Admin fee / account holder | $17,893 | $6,013+197.6% | $6,642+169.4% | $5,306+237.2% |