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 | $63,815 | $80,673-20.9% | $101,326-37.0% | $84,808-24.8% |
| Participation rate | 96.3% | 77.8%+18.5pp | 81.5%+14.8pp | 68.3%+28.0pp |
| Annual return | 13.09% | 38.95%-25.9pp | 36.82%-23.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,052 | $2,698-23.9% | $3,665-44.0% | $2,631-22.0% |
| Participant deferral / active EE | $5,084 | $6,840-25.7% | $7,994-36.4% | $4,212+20.7% |
| Admin fee / account holder | $2,333 | $12,784-81.7% | $11,185-79.1% | $7,344-68.2% |