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 7-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 | $85,039 | $83,477+1.9% | $125,175-32.1% | $72,985+16.5% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 8.59% | 25.78%-17.2pp | 43.79%-35.2pp | 81.00%-72.4pp |
| Employer contribution / active EE | $2,552 | $2,345+8.8% | $3,865-34.0% | $2,440+4.6% |
| Participant deferral / active EE | $5,743 | $3,585+60.2% | $4,937+16.3% | $3,607+59.2% |
| Admin fee / account holder | $3,953 | $5,517-28.3% | $9,702-59.3% | $5,124-22.9% |