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 | $83,674 | $94,625-11.6% | $116,228-28.0% | $84,808-1.3% |
| Participation rate | 82.7% | 70.4%+12.2pp | 74.6%+8.1pp | 68.3%+14.4pp |
| Annual return | 11.39% | 20.40%-9.0pp | 90.06%-78.7pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,932 | $2,347-17.7% | $2,994-35.5% | $2,631-26.6% |
| Participant deferral / active EE | $2,699 | $3,972-32.0% | $4,953-45.5% | $4,212-35.9% |
| Admin fee / account holder | $5,139 | $10,091-49.1% | $11,989-57.1% | $7,344-30.0% |