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 | $44,911 | $64,348-30.2% | $90,160-50.2% | $70,131-36.0% |
| Participation rate | 96.2% | 70.4%+25.8pp | 76.9%+19.4pp | 69.5%+26.7pp |
| Annual return | 13.10% | 28.13%-15.0pp | 34.88%-21.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,628 | $2,046+28.4% | $3,318-20.8% | $2,342+12.2% |
| Participant deferral / active EE | $5,728 | $4,389+30.5% | $5,288+8.3% | $3,332+71.9% |
| Admin fee / account holder | $7,089 | $3,944+79.8% | $5,943+19.3% | $4,645+52.6% |