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 | $70,390 | $68,719+2.4% | $91,541-23.1% | $84,808-17.0% |
| Participation rate | 95.2% | 64.5%+30.7pp | 69.8%+25.5pp | 68.3%+26.9pp |
| Annual return | 9.37% | 19.12%-9.7pp | 20.50%-11.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,381 | $1,920+24.0% | $2,505-4.9% | $2,631-9.5% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,528 | $5,786-21.8% | $6,956-34.9% | $7,344-38.3% |