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 | $73,277 | $84,233-13.0% | $170,442-57.0% | $70,131+4.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.97% | 23.06%-13.1pp | 205.93%-196.0pp | 73.14%-63.2pp |
| Employer contribution / active EE | $3,903 | $3,387+15.2% | $5,433-28.2% | $2,342+66.6% |
| Participant deferral / active EE | $2,611 | $3,086-15.4% | $4,939-47.2% | $3,332-21.6% |
| Admin fee / account holder | $2,646 | $5,698-53.6% | $13,880-80.9% | $4,645-43.0% |