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 | $59,980 | $87,013-31.1% | $106,213-43.5% | $80,856-25.8% |
| Participation rate | 92.5% | 70.4%+22.0pp | 75.3%+17.2pp | 67.6%+24.8pp |
| Annual return | 9.78% | 17.05%-7.3pp | 116.14%-106.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,167 | $2,395-9.5% | $3,171-31.7% | $2,755-21.3% |
| Participant deferral / active EE | $2,265 | $3,986-43.2% | $5,016-54.8% | $4,296-47.3% |
| Admin fee / account holder | $6,818 | $8,431-19.1% | $11,033-38.2% | $6,918-1.4% |