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 | $68,354 | $93,571-26.9% | $135,903-49.7% | $75,163-9.1% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 13.34% | 30.90%-17.6pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,073 | $3,537-13.1% | $4,856-36.7% | $2,670+15.1% |
| Participant deferral / active EE | $7,353 | $6,404+14.8% | $7,758-5.2% | $4,125+78.2% |
| Admin fee / account holder | $1,277 | $6,975-81.7% | $10,762-88.1% | $5,651-77.4% |