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 | $73,940 | $93,571-21.0% | $135,903-45.6% | $75,163-1.6% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 14.58% | 30.90%-16.3pp | 68.23%-53.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,714 | $3,537+33.3% | $4,856-2.9% | $2,670+76.6% |
| Participant deferral / active EE | $4,876 | $6,404-23.9% | $7,758-37.1% | $4,125+18.2% |
| Admin fee / account holder | $1,086 | $6,975-84.4% | $10,762-89.9% | $5,651-80.8% |