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 | $70,255 | $73,933-5.0% | $96,683-27.3% | $75,163-6.5% |
| Participation rate | 87.9% | 66.4%+21.5pp | 74.3%+13.5pp | 67.2%+20.7pp |
| Annual return | 7.35% | 26.70%-19.3pp | 35.69%-28.3pp | 160.62%-153.3pp |
| Employer contribution / active EE | $3,160 | $2,928+7.9% | $3,737-15.4% | $2,670+18.4% |
| Participant deferral / active EE | $5,264 | $3,659+43.9% | $4,878+7.9% | $4,125+27.6% |
| Admin fee / account holder | $18,018 | $5,216+245.4% | $6,730+167.7% | $5,651+218.9% |