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 | $86,700 | $93,571-7.3% | $135,903-36.2% | $75,163+15.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.24% | 30.90%-18.7pp | 68.23%-56.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $3,875 | $3,537+9.6% | $4,856-20.2% | $2,670+45.1% |
| Participant deferral / active EE | $7,389 | $6,404+15.4% | $7,758-4.8% | $4,125+79.1% |
| Admin fee / account holder | $3,439 | $6,975-50.7% | $10,762-68.0% | $5,651-39.1% |