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 | $71,806 | $86,929-17.4% | $102,423-29.9% | $80,856-11.2% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 10.12% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,806 | $2,369+18.4% | $3,023-7.2% | $2,755+1.9% |
| Participant deferral / active EE | $5,065 | $4,118+23.0% | $5,053+0.2% | $4,296+17.9% |
| Admin fee / account holder | $3,738 | $8,049-53.6% | $9,451-60.4% | $6,918-46.0% |