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 | $74,028 | $125,758-41.1% | $169,993-56.5% | $75,163-1.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.78% | 27.20%-15.4pp | 53.37%-41.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $4,317 | $4,615-6.4% | $6,785-36.4% | $2,670+61.7% |
| Participant deferral / active EE | $3,624 | $6,837-47.0% | $10,408-65.2% | $4,125-12.1% |
| Admin fee / account holder | $6,894 | $8,173-15.7% | $12,815-46.2% | $5,651+22.0% |