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 | $76,334 | $98,750-22.7% | $149,696-49.0% | $79,858-4.4% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 11.84% | 27.43%-15.6pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $3,592 | $3,216+11.7% | $4,644-22.7% | $2,471+45.4% |
| Participant deferral / active EE | $7,823 | $5,680+37.7% | $6,842+14.3% | $3,740+109.2% |
| Admin fee / account holder | $10,766 | $6,053+77.9% | $9,309+15.7% | $5,306+102.9% |