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 4-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 | $74,141 | $80,968-8.4% | $96,544-23.2% | $75,163-1.4% |
| Participation rate | 78.2% | 71.8%+6.4pp | 76.0%+2.2pp | 67.2%+11.0pp |
| Annual return | 10.08% | 27.06%-17.0pp | 25.84%-15.8pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,557 | $2,282+12.1% | $2,965-13.7% | $2,670-4.2% |
| Participant deferral / active EE | $7,044 | $3,928+79.3% | $4,851+45.2% | $4,125+70.7% |
| Admin fee / account holder | $3,799 | $6,724-43.5% | $8,252-54.0% | $5,651-32.8% |