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 | $94,107 | $89,753+4.9% | $107,525-12.5% | $84,808+11.0% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 12.54% | 29.48%-16.9pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,359 | $3,113-24.2% | $3,754-37.2% | $2,631-10.3% |
| Participant deferral / active EE | $3,854 | $4,056-5.0% | $5,116-24.7% | $4,212-8.5% |
| Admin fee / account holder | $7,711 | $7,222+6.8% | $8,919-13.5% | $7,344+5.0% |