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 | $72,844 | $73,933-1.5% | $96,683-24.7% | $75,163-3.1% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.5pp | 67.2%+30.7pp |
| Annual return | 12.95% | 26.70%-13.8pp | 35.69%-22.7pp | 160.62%-147.7pp |
| Employer contribution / active EE | $3,323 | $2,928+13.5% | $3,737-11.1% | $2,670+24.5% |
| Participant deferral / active EE | $6,760 | $3,659+84.8% | $4,878+38.6% | $4,125+63.9% |
| Admin fee / account holder | $7,411 | $5,216+42.1% | $6,730+10.1% | $5,651+31.2% |