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 | $71,263 | $76,367-6.7% | $93,606-23.9% | $72,985-2.4% |
| Participation rate | 95.8% | 71.7%+24.0pp | 75.8%+19.9pp | 69.5%+26.3pp |
| Annual return | 4.99% | 25.82%-20.8pp | 32.76%-27.8pp | 81.00%-76.0pp |
| Employer contribution / active EE | $1,816 | $2,275-20.2% | $2,718-33.2% | $2,440-25.6% |
| Participant deferral / active EE | $3,910 | $3,538+10.5% | $4,069-3.9% | $3,607+8.4% |
| Admin fee / account holder | $1,883 | $6,838-72.5% | $7,888-76.1% | $5,124-63.3% |