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 | $89,075 | $72,492+22.9% | $87,100+2.3% | $72,985+22.0% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 8.48% | 24.46%-16.0pp | 28.19%-19.7pp | 81.00%-72.5pp |
| Employer contribution / active EE | $3,582 | $1,894+89.2% | $2,521+42.1% | $2,440+46.8% |
| Participant deferral / active EE | $3,210 | $3,270-1.8% | $4,049-20.7% | $3,607-11.0% |
| Admin fee / account holder | $4,144 | $5,055-18.0% | $7,497-44.7% | $5,124-19.1% |