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 | $70,028 | $86,286-18.8% | $111,297-37.1% | $85,850-18.4% |
| Participation rate | 81.4% | 73.3%+8.1pp | 77.3%+4.1pp | 69.3%+12.1pp |
| Annual return | 9.21% | 19.99%-10.8pp | 54.65%-45.4pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,416 | $2,043-30.7% | $2,731-48.2% | $2,565-44.8% |
| Participant deferral / active EE | $2,498 | $3,641-31.4% | $4,487-44.3% | $3,952-36.8% |
| Admin fee / account holder | $3,653 | $8,188-55.4% | $7,964-54.1% | $6,260-41.6% |