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 | $72,358 | $67,606+7.0% | $82,313-12.1% | $70,131+3.2% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.1pp |
| Annual return | 11.32% | 21.57%-10.2pp | 25.88%-14.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $977 | $1,755-44.3% | $2,428-59.8% | $2,342-58.3% |
| Participant deferral / active EE | $3,541 | $2,987+18.6% | $3,706-4.5% | $3,332+6.3% |
| Admin fee / account holder | $7,466 | $4,512+65.5% | $5,608+33.1% | $4,645+60.7% |