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 5-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 | $70,229 | $95,803-26.7% | $113,168-37.9% | $84,808-17.2% |
| Participation rate | 97.3% | 72.9%+24.4pp | 76.6%+20.7pp | 68.3%+29.0pp |
| Annual return | 12.19% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,593 | $2,360+9.9% | $2,975-12.8% | $2,631-1.4% |
| Participant deferral / active EE | $4,672 | $4,242+10.1% | $5,107-8.5% | $4,212+10.9% |
| Admin fee / account holder | $4,704 | $8,989-47.7% | $12,068-61.0% | $7,344-35.9% |