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 | $64,307 | $162,781-60.5% | $133,956-52.0% | $158,922-59.5% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 4.66% | 41.94%-37.3pp | 45.09%-40.4pp | 302.83%-298.2pp |
| Employer contribution / active EE | $5,448 | $4,975+9.5% | $3,919+39.0% | $4,761+14.4% |
| Participant deferral / active EE | $4,759 | $5,911-19.5% | $5,048-5.7% | $5,982-20.5% |
| Admin fee / account holder | $3,995 | $11,736-66.0% | $8,927-55.2% | $11,246-64.5% |