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 | $75,877 | $79,944-5.1% | $98,439-22.9% | $75,163+0.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 10.01% | 19.75%-9.7pp | 21.16%-11.2pp | 160.62%-150.6pp |
| Employer contribution / active EE | $3,462 | $2,264+52.9% | $3,048+13.6% | $2,670+29.7% |
| Participant deferral / active EE | $5,272 | $3,752+40.5% | $4,738+11.3% | $4,125+27.8% |
| Admin fee / account holder | $7,930 | $6,840+15.9% | $8,948-11.4% | $5,651+40.3% |