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 | $55,810 | $78,672-29.1% | $109,143-48.9% | $85,850-35.0% |
| Participation rate | 83.1% | 68.3%+14.9pp | 75.9%+7.3pp | 69.3%+13.8pp |
| Annual return | 10.55% | 25.09%-14.5pp | 25.75%-15.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $2,896 | $2,735+5.9% | $3,722-22.2% | $2,565+12.9% |
| Participant deferral / active EE | $5,462 | $3,467+57.5% | $4,653+17.4% | $3,952+38.2% |
| Admin fee / account holder | $8,584 | $5,469+56.9% | $6,752+27.1% | $6,260+37.1% |