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 | $86,434 | $73,933+16.9% | $96,683-10.6% | $75,163+15.0% |
| Participation rate | 77.5% | 66.4%+11.1pp | 74.3%+3.2pp | 67.2%+10.3pp |
| Annual return | 11.94% | 26.70%-14.8pp | 35.69%-23.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $3,093 | $2,928+5.7% | $3,737-17.2% | $2,670+15.9% |
| Participant deferral / active EE | $5,003 | $3,659+36.7% | $4,878+2.6% | $4,125+21.3% |
| Admin fee / account holder | $5,954 | $5,216+14.2% | $6,730-11.5% | $5,651+5.4% |