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 | $80,597 | $101,724-20.8% | $164,813-51.1% | $80,856-0.3% |
| Participation rate | 91.2% | 71.8%+19.3pp | 78.6%+12.6pp | 67.6%+23.5pp |
| Annual return | 10.11% | 16.72%-6.6pp | 69.93%-59.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,236 | $2,953+9.6% | $4,341-25.4% | $2,755+17.5% |
| Participant deferral / active EE | $8,268 | $4,477+84.7% | $6,031+37.1% | $4,296+92.5% |
| Admin fee / account holder | $2,781 | $8,227-66.2% | $12,690-78.1% | $6,918-59.8% |