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 | $64,911 | $98,750-34.3% | $149,696-56.6% | $79,858-18.7% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.5%+0.6pp | 69.6%+13.4pp |
| Annual return | 11.04% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,839 | $3,216-11.7% | $4,644-38.9% | $2,471+14.9% |
| Participant deferral / active EE | $5,791 | $5,680+2.0% | $6,842-15.4% | $3,740+54.8% |
| Admin fee / account holder | $5,576 | $6,053-7.9% | $9,309-40.1% | $5,306+5.1% |