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 | $71,197 | $72,012-1.1% | $185,823-61.7% | $79,858-10.8% |
| Participation rate | 72.7% | 65.8%+7.0pp | 78.0%-5.3pp | 69.6%+3.1pp |
| Annual return | 8.84% | 23.12%-14.3pp | 35.95%-27.1pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,104 | $1,965+7.1% | $4,087-48.5% | $2,471-14.9% |
| Participant deferral / active EE | $4,411 | $3,779+16.7% | $5,632-21.7% | $3,740+17.9% |
| Admin fee / account holder | $6,915 | $4,513+53.2% | $9,500-27.2% | $5,306+30.3% |