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 | $56,710 | $91,190-37.8% | $178,490-68.2% | $79,858-29.0% |
| Participation rate | 89.5% | 69.2%+20.3pp | 81.9%+7.6pp | 69.6%+19.9pp |
| Annual return | 9.19% | 24.19%-15.0pp | 151.07%-141.9pp | 31.71%-22.5pp |
| Employer contribution / active EE | $3,371 | $3,256+3.5% | $5,011-32.7% | $2,471+36.4% |
| Participant deferral / active EE | $2,567 | $3,236-20.7% | $5,202-50.6% | $3,740-31.4% |
| Admin fee / account holder | $5,893 | $6,751-12.7% | $13,984-57.9% | $5,306+11.1% |