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 | $74,101 | $101,724-27.2% | $164,813-55.0% | $80,856-8.4% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.6%+24.7pp |
| Annual return | 9.55% | 16.72%-7.2pp | 69.93%-60.4pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,922 | $2,953-1.1% | $4,341-32.7% | $2,755+6.1% |
| Participant deferral / active EE | $4,985 | $4,477+11.3% | $6,031-17.3% | $4,296+16.0% |
| Admin fee / account holder | $1,476 | $8,227-82.1% | $12,690-88.4% | $6,918-78.7% |