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 | $84,426 | $148,978-43.3% | $200,582-57.9% | $84,808-0.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 8.96% | 28.16%-19.2pp | 42.33%-33.4pp | 40.90%-31.9pp |
| Employer contribution / active EE | $3,332 | $4,815-30.8% | $6,419-48.1% | $2,631+26.6% |
| Participant deferral / active EE | $6,891 | $7,142-3.5% | $9,331-26.1% | $4,212+63.6% |
| Admin fee / account holder | $5,974 | $13,977-57.3% | $16,305-63.4% | $7,344-18.7% |