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 | $75,851 | $76,367-0.7% | $93,606-19.0% | $72,985+3.9% |
| Participation rate | 90.3% | 71.7%+18.5pp | 75.8%+14.4pp | 69.5%+20.8pp |
| Annual return | 15.96% | 25.82%-9.9pp | 32.76%-16.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $2,602 | $2,275+14.4% | $2,718-4.3% | $2,440+6.7% |
| Participant deferral / active EE | $4,074 | $3,538+15.2% | $4,069+0.1% | $3,607+12.9% |
| Admin fee / account holder | $15,855 | $6,838+131.9% | $7,888+101.0% | $5,124+209.4% |