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 | $92,700 | $127,065-27.0% | $113,168-18.1% | $142,382-34.9% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 6.70% | 24.03%-17.3pp | 24.27%-17.6pp | 217.08%-210.4pp |
| Employer contribution / active EE | $3,866 | $3,442+12.3% | $2,975+30.0% | $4,299-10.1% |
| Participant deferral / active EE | $5,856 | $5,716+2.4% | $5,107+14.7% | $6,507-10.0% |
| Admin fee / account holder | $7,426 | $15,736-52.8% | $12,068-38.5% | $12,624-41.2% |