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 | $77,499 | $87,841-11.8% | $133,980-42.2% | $62,891+23.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.06% | 12.05%-7.0pp | 29.30%-24.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,638 | $3,483-24.3% | $5,211-49.4% | $2,281+15.6% |
| Participant deferral / active EE | $5,061 | $4,812+5.2% | $6,282-19.4% | $3,203+58.0% |
| Admin fee / account holder | $5,730 | $5,371+6.7% | $9,324-38.6% | $4,296+33.4% |