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 | $42,395 | $108,825-61.0% | $156,181-72.9% | $82,448-48.6% |
| Participation rate | 82.7% | 72.4%+10.3pp | 78.8%+3.9pp | 68.1%+14.6pp |
| Annual return | 11.46% | 20.59%-9.1pp | 64.87%-53.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $4,177 | $2,870+45.5% | $4,294-2.7% | $2,551+63.7% |
| Participant deferral / active EE | $3,276 | $4,577-28.4% | $6,132-46.6% | $4,139-20.9% |
| Admin fee / account holder | $10,488 | $9,341+12.3% | $14,586-28.1% | $7,234+45.0% |