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 | $80,257 | $72,277+11.0% | $101,248-20.7% | $79,858+0.5% |
| Participation rate | 98.4% | 68.5%+29.9pp | 75.8%+22.6pp | 69.6%+28.7pp |
| Annual return | 3.26% | 22.30%-19.0pp | 46.47%-43.2pp | 31.71%-28.5pp |
| Employer contribution / active EE | $820 | $2,692-69.5% | $3,660-77.6% | $2,471-66.8% |
| Participant deferral / active EE | $4,840 | $3,282+47.5% | $4,370+10.7% | $3,740+29.4% |
| Admin fee / account holder | $4,807 | $4,400+9.2% | $5,945-19.2% | $5,306-9.4% |