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 | $67,482 | $45,073+49.7% | $69,455-2.8% | $72,985-7.5% |
| Participation rate | 84.8% | 68.5%+16.4pp | 74.6%+10.2pp | 69.5%+15.4pp |
| Annual return | 4.64% | 22.65%-18.0pp | 28.97%-24.3pp | 81.00%-76.4pp |
| Employer contribution / active EE | $3,221 | $2,054+56.8% | $2,779+15.9% | $2,440+32.0% |
| Participant deferral / active EE | $3,915 | $2,602+50.5% | $3,535+10.7% | $3,607+8.5% |
| Admin fee / account holder | $2,362 | $3,056-22.7% | $3,839-38.5% | $5,124-53.9% |