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 | $73,355 | $80,968-9.4% | $96,544-24.0% | $75,163-2.4% |
| Participation rate | 97.2% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.0pp |
| Annual return | 8.09% | 27.06%-19.0pp | 25.84%-17.8pp | 160.62%-152.5pp |
| Employer contribution / active EE | $2,718 | $2,282+19.1% | $2,965-8.3% | $2,670+1.8% |
| Participant deferral / active EE | $6,068 | $3,928+54.5% | $4,851+25.1% | $4,125+47.1% |
| Admin fee / account holder | $1,867 | $6,724-72.2% | $8,252-77.4% | $5,651-67.0% |