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 | $61,579 | $67,411-8.7% | $91,001-32.3% | $70,131-12.2% |
| Participation rate | 94.4% | 71.4%+23.1pp | 75.6%+18.8pp | 69.5%+24.9pp |
| Annual return | 12.27% | -40.16%+52.4pp | 4.60%+7.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,850 | $1,786+3.6% | $2,456-24.7% | $2,342-21.0% |
| Participant deferral / active EE | $3,476 | $2,823+23.1% | $3,547-2.0% | $3,332+4.3% |
| Admin fee / account holder | $2,935 | $4,236-30.7% | $5,417-45.8% | $4,645-36.8% |