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 | $68,372 | $78,422-12.8% | $95,952-28.7% | $79,858-14.4% |
| Participation rate | 85.5% | 73.5%+12.0pp | 77.1%+8.4pp | 69.6%+15.9pp |
| Annual return | 8.31% | 19.37%-11.1pp | 91.61%-83.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $576 | $1,945-70.4% | $2,541-77.3% | $2,471-76.7% |
| Participant deferral / active EE | $5,245 | $3,440+52.5% | $4,167+25.9% | $3,740+40.2% |
| Admin fee / account holder | $5,470 | $5,622-2.7% | $6,795-19.5% | $5,306+3.1% |