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 | $89,814 | $125,758-28.6% | $169,993-47.2% | $75,163+19.5% |
| Participation rate | 92.6% | 83.6%+9.0pp | 87.0%+5.6pp | 67.2%+25.4pp |
| Annual return | 12.91% | 27.20%-14.3pp | 53.37%-40.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $4,705 | $4,615+2.0% | $6,785-30.7% | $2,670+76.2% |
| Participant deferral / active EE | $7,399 | $6,837+8.2% | $10,408-28.9% | $4,125+79.4% |
| Admin fee / account holder | $12,984 | $8,173+58.9% | $12,815+1.3% | $5,651+129.8% |