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 | $68,852 | $89,753-23.3% | $107,525-36.0% | $84,808-18.8% |
| Participation rate | 91.7% | 68.1%+23.6pp | 75.1%+16.6pp | 68.3%+23.4pp |
| Annual return | 12.35% | 29.48%-17.1pp | 181.32%-169.0pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,163 | $3,113+1.6% | $3,754-15.7% | $2,631+20.2% |
| Participant deferral / active EE | $5,233 | $4,056+29.0% | $5,116+2.3% | $4,212+24.2% |
| Admin fee / account holder | $6,210 | $7,222-14.0% | $8,919-30.4% | $7,344-15.4% |