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 | $84,626 | $91,190-7.2% | $178,490-52.6% | $79,858+6.0% |
| Participation rate | 81.4% | 69.2%+12.2pp | 81.9%-0.6pp | 69.6%+11.7pp |
| Annual return | 8.84% | 24.19%-15.4pp | 151.07%-142.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $706 | $3,256-78.3% | $5,011-85.9% | $2,471-71.4% |
| Participant deferral / active EE | $3,717 | $3,236+14.9% | $5,202-28.5% | $3,740-0.6% |
| Admin fee / account holder | $891 | $6,751-86.8% | $13,984-93.6% | $5,306-83.2% |