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 | $73,421 | $54,762+34.1% | $90,281-18.7% | $72,985+0.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 3.41% | 30.63%-27.2pp | 78.10%-74.7pp | 81.00%-77.6pp |
| Employer contribution / active EE | $3,172 | $2,092+51.6% | $2,854+11.1% | $2,440+30.0% |
| Participant deferral / active EE | $1,429 | $2,887-50.5% | $3,885-63.2% | $3,607-60.4% |
| Admin fee / account holder | $3,220 | $3,972-18.9% | $5,351-39.8% | $5,124-37.2% |