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 | $118,491 | $148,978-20.5% | $200,582-40.9% | $84,808+39.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.57% | 28.16%-15.6pp | 42.33%-29.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $5,530 | $4,815+14.8% | $6,419-13.8% | $2,631+110.2% |
| Participant deferral / active EE | $8,260 | $7,142+15.6% | $9,331-11.5% | $4,212+96.1% |
| Admin fee / account holder | $4,704 | $13,977-66.3% | $16,305-71.1% | $7,344-35.9% |