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 | $67,798 | $93,571-27.5% | $135,903-50.1% | $75,163-9.8% |
| Participation rate | 93.9% | 75.2%+18.7pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 14.36% | 30.90%-16.5pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,791 | $3,537-21.1% | $4,856-42.5% | $2,670+4.5% |
| Participant deferral / active EE | $6,882 | $6,404+7.5% | $7,758-11.3% | $4,125+66.8% |
| Admin fee / account holder | $991 | $6,975-85.8% | $10,762-90.8% | $5,651-82.5% |