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 | $72,156 | $78,422-8.0% | $95,952-24.8% | $79,858-9.6% |
| Participation rate | 89.5% | 73.5%+16.0pp | 77.1%+12.4pp | 69.6%+19.8pp |
| Annual return | 9.76% | 19.37%-9.6pp | 91.61%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $3,332 | $1,945+71.3% | $2,541+31.1% | $2,471+34.9% |
| Participant deferral / active EE | $6,581 | $3,440+91.3% | $4,167+57.9% | $3,740+76.0% |
| Admin fee / account holder | $7,612 | $5,622+35.4% | $6,795+12.0% | $5,306+43.4% |