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 | $57,911 | $63,355-8.6% | $91,989-37.0% | $72,985-20.7% |
| Participation rate | 88.6% | 72.5%+16.1pp | 78.6%+10.0pp | 69.5%+19.2pp |
| Annual return | 18.10% | 35.35%-17.2pp | 69.02%-50.9pp | 81.00%-62.9pp |
| Employer contribution / active EE | $2,735 | $2,116+29.3% | $3,452-20.8% | $2,440+12.1% |
| Participant deferral / active EE | $5,736 | $4,883+17.5% | $5,923-3.2% | $3,607+59.0% |
| Admin fee / account holder | $3,217 | $4,668-31.1% | $7,743-58.5% | $5,124-37.2% |