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 | $59,764 | $80,717-26.0% | $154,803-61.4% | $84,808-29.5% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 12.88% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,855 | $2,761+3.4% | $4,305-33.7% | $2,631+8.5% |
| Participant deferral / active EE | $4,736 | $3,303+43.4% | $5,540-14.5% | $4,212+12.5% |
| Admin fee / account holder | $20,584 | $6,746+205.1% | $14,329+43.7% | $7,344+180.3% |