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 | $64,124 | $101,724-37.0% | $164,813-61.1% | $80,856-20.7% |
| Participation rate | 73.8% | 71.8%+2.0pp | 78.6%-4.8pp | 67.6%+6.2pp |
| Annual return | 7.90% | 16.72%-8.8pp | 69.93%-62.0pp | 35.59%-27.7pp |
| Employer contribution / active EE | $2,540 | $2,953-14.0% | $4,341-41.5% | $2,755-7.8% |
| Participant deferral / active EE | $7,516 | $4,477+67.9% | $6,031+24.6% | $4,296+75.0% |
| Admin fee / account holder | $305 | $8,227-96.3% | $12,690-97.6% | $6,918-95.6% |