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 | $88,756 | $87,870+1.0% | $113,168-21.6% | $74,304+19.4% |
| Participation rate | 85.8% | 70.7%+15.1pp | 76.6%+9.3pp | 60.3%+25.5pp |
| Annual return | 12.94% | 26.44%-13.5pp | 24.27%-11.3pp | 29.43%-16.5pp |
| Employer contribution / active EE | $747 | $2,277-67.2% | $2,975-74.9% | $2,241-66.7% |
| Participant deferral / active EE | $3,530 | $4,241-16.8% | $5,107-30.9% | $3,767-6.3% |
| Admin fee / account holder | $4,794 | $3,368+42.3% | $12,068-60.3% | $2,969+61.5% |