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 | $90,736 | $109,881-17.4% | $150,045-39.5% | $84,808+7.0% |
| Participation rate | 97.3% | 76.1%+21.2pp | 82.3%+15.0pp | 68.3%+29.0pp |
| Annual return | 13.33% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,409 | $3,561-4.3% | $4,693-27.4% | $2,631+29.6% |
| Participant deferral / active EE | $6,963 | $6,636+4.9% | $7,997-12.9% | $4,212+65.3% |
| Admin fee / account holder | $4,901 | $8,568-42.8% | $13,435-63.5% | $7,344-33.3% |