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 | $57,989 | $63,764-9.1% | $81,930-29.2% | $79,858-27.4% |
| Participation rate | 94.6% | 67.5%+27.1pp | 72.0%+22.6pp | 69.6%+25.0pp |
| Annual return | 5.90% | 22.66%-16.8pp | 29.49%-23.6pp | 31.71%-25.8pp |
| Employer contribution / active EE | $2,270 | $1,795+26.4% | $4,310-47.3% | $2,471-8.1% |
| Participant deferral / active EE | $3,420 | $2,780+23.0% | $7,107-51.9% | $3,740-8.6% |
| Admin fee / account holder | $2,009 | $4,426-54.6% | $5,158-61.1% | $5,306-62.1% |