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 | $70,279 | $80,717-12.9% | $154,803-54.6% | $84,808-17.1% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.4pp | 68.3%+30.2pp |
| Annual return | 10.76% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,539 | $2,761-8.0% | $4,305-41.0% | $2,631-3.5% |
| Participant deferral / active EE | $4,335 | $3,303+31.2% | $5,540-21.8% | $4,212+2.9% |
| Admin fee / account holder | $7,117 | $6,746+5.5% | $14,329-50.3% | $7,344-3.1% |