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 | $60,576 | $71,050-14.7% | $93,606-35.3% | $80,856-25.1% |
| Participation rate | 95.5% | 60.4%+35.0pp | 68.7%+26.7pp | 67.6%+27.8pp |
| Annual return | 8.66% | 11.26%-2.6pp | 133.20%-124.5pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,731 | $1,564+10.7% | $2,420-28.4% | $2,755-37.2% |
| Participant deferral / active EE | $4,101 | $4,034+1.7% | $4,411-7.0% | $4,296-4.5% |
| Admin fee / account holder | $3,165 | $6,945-54.4% | $8,285-61.8% | $6,918-54.2% |