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 | $67,714 | $80,968-16.4% | $96,544-29.9% | $75,163-9.9% |
| Participation rate | 97.0% | 71.8%+25.2pp | 76.0%+21.0pp | 67.2%+29.8pp |
| Annual return | 8.80% | 27.06%-18.3pp | 25.84%-17.0pp | 160.62%-151.8pp |
| Employer contribution / active EE | $909 | $2,282-60.2% | $2,965-69.3% | $2,670-65.9% |
| Participant deferral / active EE | $1,846 | $3,928-53.0% | $4,851-61.9% | $4,125-55.2% |
| Admin fee / account holder | $17,287 | $6,724+157.1% | $8,252+109.5% | $5,651+205.9% |