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 | $95,447 | $95,803-0.4% | $113,168-15.7% | $84,808+12.5% |
| Participation rate | 80.4% | 72.9%+7.5pp | 76.6%+3.8pp | 68.3%+12.0pp |
| Annual return | 11.67% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $934 | $2,360-60.4% | $2,975-68.6% | $2,631-64.5% |
| Participant deferral / active EE | $3,650 | $4,242-13.9% | $5,107-28.5% | $4,212-13.3% |
| Admin fee / account holder | $8,538 | $8,989-5.0% | $12,068-29.2% | $7,344+16.3% |