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 | $77,588 | $95,803-19.0% | $113,168-31.4% | $84,808-8.5% |
| Participation rate | 97.2% | 72.9%+24.3pp | 76.6%+20.6pp | 68.3%+28.9pp |
| Annual return | 12.07% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,841 | $2,360-22.0% | $2,975-38.1% | $2,631-30.0% |
| Participant deferral / active EE | $3,218 | $4,242-24.2% | $5,107-37.0% | $4,212-23.6% |
| Admin fee / account holder | $6,569 | $8,989-26.9% | $12,068-45.6% | $7,344-10.5% |