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 | $85,528 | $89,753-4.7% | $107,525-20.5% | $84,808+0.8% |
| Participation rate | 84.9% | 68.1%+16.8pp | 75.1%+9.8pp | 68.3%+16.6pp |
| Annual return | 10.44% | 29.48%-19.0pp | 181.32%-170.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,699 | $3,113-13.3% | $3,754-28.1% | $2,631+2.6% |
| Participant deferral / active EE | $2,866 | $4,056-29.3% | $5,116-44.0% | $4,212-32.0% |
| Admin fee / account holder | $3,759 | $7,222-48.0% | $8,919-57.9% | $7,344-48.8% |