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 | $80,778 | $78,422+3.0% | $95,952-15.8% | $79,858+1.2% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.9pp |
| Annual return | 7.30% | 19.37%-12.1pp | 91.61%-84.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,030 | $3,440+17.2% | $4,167-3.3% | $3,740+7.8% |
| Admin fee / account holder | $24,003 | $5,622+326.9% | $6,795+253.2% | $5,306+352.3% |