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 | $63,553 | $78,422-19.0% | $95,952-33.8% | $79,858-20.4% |
| Participation rate | 84.2% | 73.5%+10.7pp | 77.1%+7.1pp | 69.6%+14.6pp |
| Annual return | 7.02% | 19.37%-12.4pp | 91.61%-84.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,093 | $1,945-43.8% | $2,541-57.0% | $2,471-55.8% |
| Participant deferral / active EE | $4,245 | $3,440+23.4% | $4,167+1.9% | $3,740+13.5% |
| Admin fee / account holder | $5,267 | $5,622-6.3% | $6,795-22.5% | $5,306-0.7% |