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 | $66,912 | $71,050-5.8% | $93,606-28.5% | $80,856-17.2% |
| Participation rate | 86.7% | 60.4%+26.3pp | 68.7%+18.0pp | 67.6%+19.1pp |
| Annual return | 8.47% | 11.26%-2.8pp | 133.20%-124.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $747 | $1,564-52.2% | $2,420-69.1% | $2,755-72.9% |
| Participant deferral / active EE | $1,384 | $4,034-65.7% | $4,411-68.6% | $4,296-67.8% |
| Admin fee / account holder | $5,615 | $6,945-19.1% | $8,285-32.2% | $6,918-18.8% |