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 | $60,534 | $73,933-18.1% | $96,683-37.4% | $75,163-19.5% |
| Participation rate | 86.8% | 66.4%+20.4pp | 74.3%+12.5pp | 67.2%+19.7pp |
| Annual return | 12.82% | 26.70%-13.9pp | 35.69%-22.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,425 | $2,928-17.2% | $3,737-35.1% | $2,670-9.2% |
| Participant deferral / active EE | $5,482 | $3,659+49.8% | $4,878+12.4% | $4,125+32.9% |
| Admin fee / account holder | $2,446 | $5,216-53.1% | $6,730-63.7% | $5,651-56.7% |