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 | $69,461 | $105,181-34.0% | $159,436-56.4% | $85,850-19.1% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 12.02% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,039 | $3,318-8.4% | $4,829-37.1% | $2,565+18.5% |
| Participant deferral / active EE | $6,786 | $5,945+14.2% | $7,352-7.7% | $3,952+71.7% |
| Admin fee / account holder | $4,098 | $6,933-40.9% | $10,799-62.0% | $6,260-34.5% |