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 | $46,672 | $78,422-40.5% | $95,952-51.4% | $79,858-41.6% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 6.13% | 19.37%-13.2pp | 91.61%-85.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $2,116 | $1,945+8.8% | $2,541-16.7% | $2,471-14.4% |
| Participant deferral / active EE | $5,118 | $3,440+48.8% | $4,167+22.8% | $3,740+36.9% |
| Admin fee / account holder | $3,145 | $5,622-44.1% | $6,795-53.7% | $5,306-40.7% |