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 | $84,874 | $106,749-20.5% | $145,433-41.6% | $82,448+2.9% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 13.90% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,731 | $3,444-20.7% | $4,554-40.0% | $2,551+7.1% |
| Participant deferral / active EE | $8,940 | $6,519+37.2% | $7,897+13.2% | $4,139+116.0% |
| Admin fee / account holder | $25,493 | $8,390+203.8% | $13,129+94.2% | $7,234+252.4% |