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 | $85,351 | $93,571-8.8% | $135,903-37.2% | $75,163+13.6% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 14.27% | 30.90%-16.6pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,708 | $3,537+4.8% | $4,856-23.6% | $2,670+38.9% |
| Participant deferral / active EE | $10,989 | $6,404+71.6% | $7,758+41.6% | $4,125+166.4% |
| Admin fee / account holder | $477 | $6,975-93.2% | $10,762-95.6% | $5,651-91.6% |