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 | $74,030 | $93,571-20.9% | $135,903-45.5% | $75,163-1.5% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 13.45% | 30.90%-17.5pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,483 | $3,537-1.5% | $4,856-28.3% | $2,670+30.5% |
| Participant deferral / active EE | $7,290 | $6,404+13.8% | $7,758-6.0% | $4,125+76.7% |
| Admin fee / account holder | $2,994 | $6,975-57.1% | $10,762-72.2% | $5,651-47.0% |