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 | $75,009 | $85,766-12.5% | $136,294-45.0% | $70,131+7.0% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 12.05% | 31.45%-19.4pp | 5155.94%-5143.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $2,947 | $2,966-0.6% | $4,695-37.2% | $2,342+25.8% |
| Participant deferral / active EE | $5,348 | $5,051+5.9% | $6,247-14.4% | $3,332+60.5% |
| Admin fee / account holder | $397 | $5,420-92.7% | $9,243-95.7% | $4,645-91.4% |