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 | $60,839 | $91,552-33.5% | $133,956-54.6% | $79,858-23.8% |
| Participation rate | 85.3% | 73.3%+11.9pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | 3.67% | 61.85%-58.2pp | 45.09%-41.4pp | 31.71%-28.0pp |
| Employer contribution / active EE | $911 | $2,384-61.8% | $3,919-76.7% | $2,471-63.1% |
| Participant deferral / active EE | $3,896 | $3,733+4.4% | $5,048-22.8% | $3,740+4.2% |
| Admin fee / account holder | $7,560 | $6,321+19.6% | $8,927-15.3% | $5,306+42.5% |