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 | $69,597 | $67,606+2.9% | $82,313-15.4% | $70,131-0.8% |
| Participation rate | 91.8% | 72.8%+19.1pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 10.64% | 21.57%-10.9pp | 25.88%-15.2pp | 73.14%-62.5pp |
| Employer contribution / active EE | $457 | $1,755-74.0% | $2,428-81.2% | $2,342-80.5% |
| Participant deferral / active EE | $3,250 | $2,987+8.8% | $3,706-12.3% | $3,332-2.5% |
| Admin fee / account holder | $6,071 | $4,512+34.6% | $5,608+8.3% | $4,645+30.7% |