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 | $71,554 | $105,181-32.0% | $159,436-55.1% | $85,850-16.7% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.8%+1.4pp | 69.3%+14.9pp |
| Annual return | 7.26% | 45.07%-37.8pp | 263.57%-256.3pp | 318.53%-311.3pp |
| Employer contribution / active EE | $2,738 | $3,318-17.5% | $4,829-43.3% | $2,565+6.7% |
| Participant deferral / active EE | $2,596 | $5,945-56.3% | $7,352-64.7% | $3,952-34.3% |
| Admin fee / account holder | $11,097 | $6,933+60.1% | $10,799+2.8% | $6,260+77.3% |