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 | $44,185 | $81,208-45.6% | $98,907-55.3% | $79,858-44.7% |
| Participation rate | 87.5% | 72.5%+15.0pp | 76.0%+11.5pp | 69.6%+17.9pp |
| Annual return | 8.47% | 60.99%-52.5pp | 196.43%-188.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,897 | $1,960-3.2% | $2,689-29.5% | $2,471-23.2% |
| Participant deferral / active EE | $4,131 | $3,265+26.5% | $4,244-2.7% | $3,740+10.5% |
| Admin fee / account holder | $2,787 | $6,013-53.6% | $6,642-58.0% | $5,306-47.5% |