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 | $80,734 | $81,460-0.9% | $103,333-21.9% | $80,856-0.2% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.6%+26.1pp |
| Annual return | 9.59% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,626 | $3,105+16.8% | $3,868-6.3% | $2,755+31.6% |
| Participant deferral / active EE | $7,512 | $3,869+94.2% | $5,057+48.5% | $4,296+74.9% |
| Admin fee / account holder | $16,610 | $6,566+153.0% | $8,355+98.8% | $6,918+140.1% |