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 | $63,174 | $78,422-19.4% | $95,952-34.2% | $79,858-20.9% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 2.59% | 19.37%-16.8pp | 91.61%-89.0pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,939 | $1,945+51.1% | $2,541+15.7% | $2,471+19.0% |
| Participant deferral / active EE | $3,833 | $3,440+11.4% | $4,167-8.0% | $3,740+2.5% |
| Admin fee / account holder | $6,043 | $5,622+7.5% | $6,795-11.1% | $5,306+13.9% |