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 | $73,475 | $74,927-1.9% | $101,794-27.8% | $84,808-13.4% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.2%+24.4pp | 68.3%+25.2pp |
| Annual return | 11.05% | 18.70%-7.7pp | 30.53%-19.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,595 | $1,522+70.5% | $2,289+13.4% | $2,631-1.4% |
| Participant deferral / active EE | $5,301 | $3,099+71.1% | $4,084+29.8% | $4,212+25.9% |
| Admin fee / account holder | $527 | $6,514-91.9% | $8,777-94.0% | $7,344-92.8% |