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 | $73,054 | $74,927-2.5% | $101,794-28.2% | $84,808-13.9% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 12.23% | 18.70%-6.5pp | 30.53%-18.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,618 | $1,522+72.0% | $2,289+14.4% | $2,631-0.5% |
| Participant deferral / active EE | $4,453 | $3,099+43.7% | $4,084+9.0% | $4,212+5.7% |
| Admin fee / account holder | $2,231 | $6,514-65.8% | $8,777-74.6% | $7,344-69.6% |