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 | $61,065 | $85,202-28.3% | $172,739-64.6% | $72,985-16.3% |
| Participation rate | 98.1% | 70.1%+28.0pp | 82.6%+15.4pp | 69.5%+28.6pp |
| Annual return | 8.28% | 27.32%-19.0pp | 802.84%-794.6pp | 81.00%-72.7pp |
| Employer contribution / active EE | $3,098 | $3,324-6.8% | $5,143-39.8% | $2,440+27.0% |
| Participant deferral / active EE | $2,442 | $3,260-25.1% | $5,198-53.0% | $3,607-32.3% |
| Admin fee / account holder | $2,806 | $5,884-52.3% | $13,954-79.9% | $5,124-45.2% |