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 | $66,959 | $85,766-21.9% | $136,294-50.9% | $70,131-4.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.73% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,182 | $2,966+7.3% | $4,695-32.2% | $2,342+35.9% |
| Participant deferral / active EE | $3,860 | $5,051-23.6% | $6,247-38.2% | $3,332+15.9% |
| Admin fee / account holder | $1,341 | $5,420-75.3% | $9,243-85.5% | $4,645-71.1% |