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 | $64,143 | $125,758-49.0% | $169,993-62.3% | $75,163-14.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.82% | 27.20%-14.4pp | 53.37%-40.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $4,780 | $4,615+3.6% | $6,785-29.6% | $2,670+79.0% |
| Participant deferral / active EE | $4,631 | $6,837-32.3% | $10,408-55.5% | $4,125+12.3% |
| Admin fee / account holder | $7,076 | $8,173-13.4% | $12,815-44.8% | $5,651+25.2% |