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 | $64,400 | $64,348+0.1% | $90,160-28.6% | $70,131-8.2% |
| Participation rate | 96.6% | 70.4%+26.1pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 13.87% | 28.13%-14.3pp | 34.88%-21.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $3,137 | $2,046+53.4% | $3,318-5.4% | $2,342+33.9% |
| Participant deferral / active EE | $3,782 | $4,389-13.8% | $5,288-28.5% | $3,332+13.5% |
| Admin fee / account holder | $4,142 | $3,944+5.0% | $5,943-30.3% | $4,645-10.8% |