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 | $76,204 | $96,484-21.0% | $75,886+0.4% | $152,861-50.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 9.29% | 33.98%-24.7pp | 30.76%-21.5pp | 345.32%-336.0pp |
| Employer contribution / active EE | $2,793 | $3,309-15.6% | $2,500+11.7% | $4,762-41.4% |
| Participant deferral / active EE | $6,692 | $4,553+47.0% | $3,603+85.7% | $5,850+14.4% |
| Admin fee / account holder | $1,929 | $8,078-76.1% | $5,418-64.4% | $11,596-83.4% |