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 | $68,032 | $93,571-27.3% | $135,903-49.9% | $75,163-9.5% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 15.02% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,852 | $3,537+8.9% | $4,856-20.7% | $2,670+44.3% |
| Participant deferral / active EE | $9,206 | $6,404+43.7% | $7,758+18.7% | $4,125+123.2% |
| Admin fee / account holder | $13,118 | $6,975+88.1% | $10,762+21.9% | $5,651+132.1% |