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 | $77,376 | $87,870-11.9% | $113,168-31.6% | $74,304+4.1% |
| Participation rate | 94.2% | 70.7%+23.4pp | 76.6%+17.6pp | 60.3%+33.8pp |
| Annual return | 8.25% | 26.44%-18.2pp | 24.27%-16.0pp | 29.43%-21.2pp |
| Employer contribution / active EE | $3,895 | $2,277+71.0% | $2,975+30.9% | $2,241+73.8% |
| Participant deferral / active EE | $7,082 | $4,241+67.0% | $5,107+38.7% | $3,767+88.0% |
| Admin fee / account holder | $37,700 | $3,368+1019.3% | $12,068+212.4% | $2,969+1169.8% |