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 | $75,312 | $86,286-12.7% | $111,297-32.3% | $85,850-12.3% |
| Participation rate | 74.3% | 73.3%+1.0pp | 77.3%-3.0pp | 69.3%+5.0pp |
| Annual return | 7.84% | 19.99%-12.1pp | 54.65%-46.8pp | 318.53%-310.7pp |
| Employer contribution / active EE | $1,612 | $2,043-21.1% | $2,731-41.0% | $2,565-37.2% |
| Participant deferral / active EE | $2,836 | $3,641-22.1% | $4,487-36.8% | $3,952-28.2% |
| Admin fee / account holder | $2,618 | $8,188-68.0% | $7,964-67.1% | $6,260-58.2% |