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 | $69,652 | $45,073+54.5% | $69,455+0.3% | $72,985-4.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 3.04% | 22.65%-19.6pp | 28.97%-25.9pp | 81.00%-78.0pp |
| Employer contribution / active EE | $2,172 | $2,054+5.7% | $2,779-21.9% | $2,440-11.0% |
| Participant deferral / active EE | $5,397 | $2,602+107.5% | $3,535+52.7% | $3,607+49.6% |
| Admin fee / account holder | $3,897 | $3,056+27.5% | $3,839+1.5% | $5,124-23.9% |