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 | $62,984 | $67,411-6.6% | $91,001-30.8% | $70,131-10.2% |
| Participation rate | 81.3% | 71.4%+9.9pp | 75.6%+5.6pp | 69.5%+11.7pp |
| Annual return | 4.69% | -40.16%+44.9pp | 4.60%+0.1pp | 73.14%-68.5pp |
| Employer contribution / active EE | $1,277 | $1,786-28.5% | $2,456-48.0% | $2,342-45.5% |
| Participant deferral / active EE | $1,457 | $2,823-48.4% | $3,547-58.9% | $3,332-56.3% |
| Admin fee / account holder | $3,898 | $4,236-8.0% | $5,417-28.1% | $4,645-16.1% |