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 | $74,577 | $71,050+5.0% | $93,606-20.3% | $80,856-7.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.39% | 11.26%-2.9pp | 133.20%-124.8pp | 35.59%-27.2pp |
| Employer contribution / active EE | $2,101 | $1,564+34.4% | $2,420-13.2% | $2,755-23.7% |
| Participant deferral / active EE | $5,912 | $4,034+46.6% | $4,411+34.0% | $4,296+37.6% |
| Admin fee / account holder | $2,798 | $6,945-59.7% | $8,285-66.2% | $6,918-59.6% |