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 | $109,881-33.7% | $150,045-51.4% | $84,808-14.1% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 13.31% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,007 | $3,561+12.5% | $4,693-14.6% | $2,631+52.3% |
| Participant deferral / active EE | $8,844 | $6,636+33.3% | $7,997+10.6% | $4,212+110.0% |
| Admin fee / account holder | $3,193 | $8,568-62.7% | $13,435-76.2% | $7,344-56.5% |