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 | $79,562 | $81,208-2.0% | $98,907-19.6% | $79,858-0.4% |
| Participation rate | 94.7% | 72.5%+22.2pp | 76.0%+18.7pp | 69.6%+25.1pp |
| Annual return | 9.28% | 60.99%-51.7pp | 196.43%-187.1pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,009 | $1,960-48.5% | $2,689-62.5% | $2,471-59.2% |
| Participant deferral / active EE | $2,908 | $3,265-10.9% | $4,244-31.5% | $3,740-22.3% |
| Admin fee / account holder | $9,708 | $6,013+61.5% | $6,642+46.2% | $5,306+83.0% |