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 | $98,030 | $102,317-4.2% | $146,958-33.3% | $80,856+21.2% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.2%-9.9pp | 67.6%+4.6pp |
| Annual return | 11.50% | 134.76%-123.3pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,700 | $3,713-0.4% | $4,933-25.0% | $2,755+34.3% |
| Participant deferral / active EE | $7,438 | $6,644+12.0% | $8,070-7.8% | $4,296+73.1% |
| Admin fee / account holder | $13,905 | $7,941+75.1% | $12,998+7.0% | $6,918+101.0% |