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 | $74,588 | $86,286-13.6% | $111,297-33.0% | $85,850-13.1% |
| Participation rate | 87.8% | 73.3%+14.5pp | 77.3%+10.5pp | 69.3%+18.5pp |
| Annual return | 4.03% | 19.99%-16.0pp | 54.65%-50.6pp | 318.53%-314.5pp |
| Employer contribution / active EE | $2,288 | $2,043+12.0% | $2,731-16.2% | $2,565-10.8% |
| Participant deferral / active EE | $4,678 | $3,641+28.5% | $4,487+4.3% | $3,952+18.4% |
| Admin fee / account holder | $900 | $8,188-89.0% | $7,964-88.7% | $6,260-85.6% |