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 | $113,802 | $98,750+15.2% | $149,696-24.0% | $79,858+42.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.60% | 27.43%-17.8pp | 276.60%-267.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $3,072 | $3,216-4.5% | $4,644-33.8% | $2,471+24.3% |
| Participant deferral / active EE | $8,316 | $5,680+46.4% | $6,842+21.5% | $3,740+122.3% |
| Admin fee / account holder | $3,814 | $6,053-37.0% | $9,309-59.0% | $5,306-28.1% |