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 | $46,253 | $95,453-51.5% | $112,040-58.7% | $82,448-43.9% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 11.99% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,131 | $2,318-8.1% | $2,954-27.9% | $2,551-16.5% |
| Participant deferral / active EE | $4,846 | $4,224+14.7% | $5,098-4.9% | $4,139+17.1% |
| Admin fee / account holder | $11,031 | $9,013+22.4% | $12,098-8.8% | $7,234+52.5% |