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 | $72,937 | $115,882-37.1% | $100,516-27.4% | $158,922-54.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.26% | 34.79%-28.5pp | 30.89%-24.6pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,588 | $4,103-36.9% | $3,418-24.3% | $4,761-45.6% |
| Participant deferral / active EE | $5,163 | $6,674-22.6% | $6,270-17.7% | $5,982-13.7% |
| Admin fee / account holder | $9,784 | $10,995-11.0% | $8,081+21.1% | $11,246-13.0% |