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 | $85,020 | $95,803-11.3% | $113,168-24.9% | $84,808+0.3% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 9.45% | 25.00%-15.6pp | 24.27%-14.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $920 | $2,360-61.0% | $2,975-69.1% | $2,631-65.0% |
| Participant deferral / active EE | $3,936 | $4,242-7.2% | $5,107-22.9% | $4,212-6.5% |
| Admin fee / account holder | $36,725 | $8,989+308.6% | $12,068+204.3% | $7,344+400.1% |