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 | $65,998 | $71,050-7.1% | $93,606-29.5% | $80,856-18.4% |
| Participation rate | 90.4% | 60.4%+30.0pp | 68.7%+21.7pp | 67.6%+22.7pp |
| Annual return | 7.52% | 11.26%-3.7pp | 133.20%-125.7pp | 35.59%-28.1pp |
| Employer contribution / active EE | $2,183 | $1,564+39.6% | $2,420-9.8% | $2,755-20.7% |
| Participant deferral / active EE | $3,615 | $4,034-10.4% | $4,411-18.1% | $4,296-15.9% |
| Admin fee / account holder | $3,531 | $6,945-49.2% | $8,285-57.4% | $6,918-49.0% |