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 | $79,396 | $81,460-2.5% | $103,333-23.2% | $80,856-1.8% |
| Participation rate | 77.6% | 66.8%+10.7pp | 74.5%+3.0pp | 67.6%+9.9pp |
| Annual return | 8.87% | 25.55%-16.7pp | 24.88%-16.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $6,199 | $3,105+99.6% | $3,868+60.3% | $2,755+125.0% |
| Participant deferral / active EE | $3,766 | $3,869-2.7% | $5,057-25.5% | $4,296-12.3% |
| Admin fee / account holder | $2,606 | $6,566-60.3% | $8,355-68.8% | $6,918-62.3% |