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 | $68,014 | $74,927-9.2% | $101,794-33.2% | $84,808-19.8% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.2%+11.4pp | 68.3%+12.2pp |
| Annual return | 10.38% | 18.70%-8.3pp | 30.53%-20.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $557 | $1,522-63.4% | $2,289-75.6% | $2,631-78.8% |
| Participant deferral / active EE | $5,587 | $3,099+80.3% | $4,084+36.8% | $4,212+32.7% |
| Admin fee / account holder | $4,703 | $6,514-27.8% | $8,777-46.4% | $7,344-36.0% |