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 | $59,643 | $124,425-52.1% | $112,040-46.8% | $137,256-56.5% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 7.51% | 24.72%-17.2pp | 24.52%-17.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $3,571 | $3,411+4.7% | $2,954+20.9% | $4,156-14.1% |
| Participant deferral / active EE | $2,356 | $5,718-58.8% | $5,098-53.8% | $6,407-63.2% |
| Admin fee / account holder | $1,854 | $15,207-87.8% | $12,098-84.7% | $12,270-84.9% |