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 | $67,868 | $73,787-8.0% | $98,716-31.2% | $82,448-17.7% |
| Participation rate | 79.2% | 61.4%+17.8pp | 69.3%+9.9pp | 68.1%+11.1pp |
| Annual return | 12.45% | 18.57%-6.1pp | 31.81%-19.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,597 | $1,511+5.7% | $2,279-29.9% | $2,551-37.4% |
| Participant deferral / active EE | $4,327 | $3,081+40.4% | $4,048+6.9% | $4,139+4.5% |
| Admin fee / account holder | $998 | $6,500-84.6% | $8,703-88.5% | $7,234-86.2% |