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 | $65,092 | $67,606-3.7% | $82,313-20.9% | $70,131-7.2% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.1pp |
| Annual return | 11.35% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,803 | $2,987-39.6% | $3,706-51.4% | $3,332-45.9% |
| Admin fee / account holder | $942 | $4,512-79.1% | $5,608-83.2% | $4,645-79.7% |