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 | $72,871 | $106,749-31.7% | $145,433-49.9% | $82,448-11.6% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 13.31% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $4,007 | $3,444+16.3% | $4,554-12.0% | $2,551+57.1% |
| Participant deferral / active EE | $8,844 | $6,519+35.7% | $7,897+12.0% | $4,139+113.7% |
| Admin fee / account holder | $3,193 | $8,390-61.9% | $13,129-75.7% | $7,234-55.9% |