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 | $72,521 | $95,453-24.0% | $112,040-35.3% | $82,448-12.0% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.5%+20.4pp | 68.1%+28.8pp |
| Annual return | 12.10% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $4,975 | $2,318+114.7% | $2,954+68.4% | $2,551+95.0% |
| Participant deferral / active EE | $4,166 | $4,224-1.4% | $5,098-18.3% | $4,139+0.6% |
| Admin fee / account holder | $26,807 | $9,013+197.4% | $12,098+121.6% | $7,234+270.5% |