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 | $53,221 | $63,346-16.0% | $92,233-42.3% | $70,131-24.1% |
| Participation rate | 79.5% | 68.7%+10.8pp | 76.5%+3.0pp | 69.5%+9.9pp |
| Annual return | 7.47% | 530.12%-522.6pp | 176.28%-168.8pp | 73.14%-65.7pp |
| Employer contribution / active EE | $2,763 | $2,471+11.8% | $3,679-24.9% | $2,342+17.9% |
| Participant deferral / active EE | $3,133 | $2,854+9.8% | $3,897-19.6% | $3,332-6.0% |
| Admin fee / account holder | $3,737 | $3,840-2.7% | $5,194-28.0% | $4,645-19.6% |