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 | $67,944 | $106,749-36.4% | $145,433-53.3% | $82,448-17.6% |
| Participation rate | 95.8% | 75.6%+20.2pp | 82.1%+13.7pp | 68.1%+27.8pp |
| Annual return | 11.49% | 27.59%-16.1pp | 66.58%-55.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,777 | $3,444-19.4% | $4,554-39.0% | $2,551+8.9% |
| Participant deferral / active EE | $4,009 | $6,519-38.5% | $7,897-49.2% | $4,139-3.2% |
| Admin fee / account holder | $692 | $8,390-91.8% | $13,129-94.7% | $7,234-90.4% |