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 | $89,890 | $98,750-9.0% | $149,696-40.0% | $79,858+12.6% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 11.31% | 27.43%-16.1pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $3,388 | $3,216+5.3% | $4,644-27.1% | $2,471+37.1% |
| Participant deferral / active EE | $3,588 | $5,680-36.8% | $6,842-47.6% | $3,740-4.1% |
| Admin fee / account holder | $3,753 | $6,053-38.0% | $9,309-59.7% | $5,306-29.3% |