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 | $64,811 | $80,968-20.0% | $96,544-32.9% | $75,163-13.8% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+29.0pp |
| Annual return | 4.86% | 27.06%-22.2pp | 25.84%-21.0pp | 160.62%-155.8pp |
| Employer contribution / active EE | $1,494 | $2,282-34.5% | $2,965-49.6% | $2,670-44.0% |
| Participant deferral / active EE | $5,945 | $3,928+51.3% | $4,851+22.5% | $4,125+44.1% |
| Admin fee / account holder | $10,282 | $6,724+52.9% | $8,252+24.6% | $5,651+82.0% |