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 | $67,756 | $73,933-8.4% | $96,683-29.9% | $75,163-9.9% |
| Participation rate | 97.4% | 66.4%+31.0pp | 74.3%+23.1pp | 67.2%+30.2pp |
| Annual return | 11.97% | 26.70%-14.7pp | 35.69%-23.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,163 | $2,928-26.1% | $3,737-42.1% | $2,670-19.0% |
| Participant deferral / active EE | $3,827 | $3,659+4.6% | $4,878-21.6% | $4,125-7.2% |
| Admin fee / account holder | $6,144 | $5,216+17.8% | $6,730-8.7% | $5,651+8.7% |