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 | $66,195 | $87,841-24.6% | $133,980-50.6% | $62,891+5.3% |
| Participation rate | 89.2% | 83.4%+5.8pp | 87.1%+2.2pp | 69.3%+19.9pp |
| Annual return | 3.55% | 12.05%-8.5pp | 29.30%-25.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,857 | $3,483-46.7% | $5,211-64.4% | $2,281-18.6% |
| Participant deferral / active EE | $3,440 | $4,812-28.5% | $6,282-45.2% | $3,203+7.4% |
| Admin fee / account holder | $6,016 | $5,371+12.0% | $9,324-35.5% | $4,296+40.1% |