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 | $72,467 | $81,460-11.0% | $103,333-29.9% | $80,856-10.4% |
| Participation rate | 80.5% | 66.8%+13.7pp | 74.5%+6.0pp | 67.6%+12.9pp |
| Annual return | 10.32% | 25.55%-15.2pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $6,586 | $3,105+112.1% | $3,868+70.3% | $2,755+139.1% |
| Participant deferral / active EE | $5,886 | $3,869+52.2% | $5,057+16.4% | $4,296+37.0% |
| Admin fee / account holder | $6,980 | $6,566+6.3% | $8,355-16.5% | $6,918+0.9% |