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 | $74,318 | $78,926-5.8% | $136,749-45.7% | $84,808-12.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 11.64% | 18.17%-6.5pp | 24.33%-12.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,403 | $2,134+12.6% | $3,400-29.3% | $2,631-8.7% |
| Participant deferral / active EE | $4,536 | $3,168+43.2% | $4,692-3.3% | $4,212+7.7% |
| Admin fee / account holder | $586 | $6,369-90.8% | $11,386-94.9% | $7,344-92.0% |