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 | $89,418 | $80,968+10.4% | $96,544-7.4% | $75,163+19.0% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 11.37% | 27.06%-15.7pp | 25.84%-14.5pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,405 | $2,282+5.4% | $2,965-18.9% | $2,670-9.9% |
| Participant deferral / active EE | $3,520 | $3,928-10.4% | $4,851-27.4% | $4,125-14.7% |
| Admin fee / account holder | $2,608 | $6,724-61.2% | $8,252-68.4% | $5,651-53.9% |