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 | $71,932 | $80,968-11.2% | $96,544-25.5% | $75,163-4.3% |
| Participation rate | 80.8% | 71.8%+9.0pp | 76.0%+4.8pp | 67.2%+13.6pp |
| Annual return | 10.14% | 27.06%-16.9pp | 25.84%-15.7pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,709 | $2,282+18.7% | $2,965-8.6% | $2,670+1.5% |
| Participant deferral / active EE | $4,767 | $3,928+21.3% | $4,851-1.7% | $4,125+15.5% |
| Admin fee / account holder | $15,383 | $6,724+128.8% | $8,252+86.4% | $5,651+172.2% |