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 | $60,116 | $106,515-43.6% | $96,683-37.8% | $139,434-56.9% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 7.02% | 38.43%-31.4pp | 35.69%-28.7pp | 372.94%-365.9pp |
| Employer contribution / active EE | $925 | $4,103-77.4% | $3,737-75.2% | $4,751-80.5% |
| Participant deferral / active EE | $3,853 | $5,454-29.4% | $4,878-21.0% | $6,710-42.6% |
| Admin fee / account holder | $8,101 | $7,877+2.8% | $6,730+20.4% | $11,403-29.0% |