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 | $77,462 | $85,766-9.7% | $136,294-43.2% | $70,131+10.5% |
| Participation rate | 81.4% | 74.2%+7.2pp | 81.9%-0.5pp | 69.5%+11.9pp |
| Annual return | 12.38% | 31.45%-19.1pp | 5155.94%-5143.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,845 | $2,966-37.8% | $4,695-60.7% | $2,342-21.2% |
| Participant deferral / active EE | $3,531 | $5,051-30.1% | $6,247-43.5% | $3,332+6.0% |
| Admin fee / account holder | $11,761 | $5,420+117.0% | $9,243+27.2% | $4,645+153.2% |