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 | $74,955 | $60,124+24.7% | $90,404-17.1% | $79,858-6.1% |
| Participation rate | 76.1% | 65.0%+11.1pp | 72.7%+3.4pp | 69.6%+6.5pp |
| Annual return | 3.51% | 71.94%-68.4pp | 1293.02%-1289.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $2,216 | $2,068+7.2% | $3,262-32.1% | $2,471-10.3% |
| Participant deferral / active EE | $3,195 | $2,938+8.7% | $3,963-19.4% | $3,740-14.6% |
| Admin fee / account holder | $3,669 | $3,976-7.7% | $5,611-34.6% | $5,306-30.9% |