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 | $76,485 | $80,724-5.3% | $103,333-26.0% | $74,495+2.7% |
| Participation rate | 91.5% | 65.7%+25.9pp | 74.5%+17.0pp | 67.2%+24.3pp |
| Annual return | 8.54% | 27.56%-19.0pp | 24.88%-16.3pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $3,803 | $3,157+20.5% | $3,868-1.7% | $2,623+45.0% |
| Participant deferral / active EE | $1,831 | $3,860-52.6% | $5,057-63.8% | $4,346-57.9% |
| Admin fee / account holder | $2,003 | $2,368-15.4% | $8,355-76.0% | $1,942+3.1% |