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 | $75,251 | $77,503-2.9% | $100,391-25.0% | $80,856-6.9% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.9pp | 67.6%+15.7pp |
| Annual return | 9.09% | 37.20%-28.1pp | 49.20%-40.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $3,570 | $2,801+27.5% | $3,942-9.4% | $2,755+29.6% |
| Participant deferral / active EE | $7,323 | $6,820+7.4% | $8,082-9.4% | $4,296+70.5% |
| Admin fee / account holder | $9,044 | $5,897+53.4% | $7,899+14.5% | $6,918+30.7% |