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 | $76,836 | $78,705-2.4% | $117,854-34.8% | $70,131+9.6% |
| Participation rate | 92.0% | 73.2%+18.8pp | 79.7%+12.3pp | 69.5%+22.5pp |
| Annual return | 12.26% | 23.30%-11.0pp | 335.08%-322.8pp | 73.14%-60.9pp |
| Employer contribution / active EE | $619 | $2,223-72.2% | $3,786-83.7% | $2,342-73.6% |
| Participant deferral / active EE | $3,095 | $3,297-6.1% | $4,482-30.9% | $3,332-7.1% |
| Admin fee / account holder | $7,849 | $5,065+55.0% | $8,020-2.1% | $4,645+69.0% |