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 | $81,656 | $94,031-13.2% | $115,768-29.5% | $82,448-1.0% |
| Participation rate | 85.4% | 70.4%+15.0pp | 74.4%+11.0pp | 68.1%+17.3pp |
| Annual return | 8.53% | 20.61%-12.1pp | 100.46%-91.9pp | 41.64%-33.1pp |
| Employer contribution / active EE | $959 | $2,323-58.7% | $2,940-67.4% | $2,551-62.4% |
| Participant deferral / active EE | $3,770 | $3,972-5.1% | $4,917-23.3% | $4,139-8.9% |
| Admin fee / account holder | $1,962 | $10,249-80.9% | $12,439-84.2% | $7,234-72.9% |