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 | $76,166 | $95,803-20.5% | $113,168-32.7% | $84,808-10.2% |
| Participation rate | 73.2% | 72.9%+0.3pp | 76.6%-3.4pp | 68.3%+4.9pp |
| Annual return | 9.16% | 25.00%-15.8pp | 24.27%-15.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $2,146 | $2,360-9.0% | $2,975-27.9% | $2,631-18.4% |
| Participant deferral / active EE | $4,457 | $4,242+5.1% | $5,107-12.7% | $4,212+5.8% |
| Admin fee / account holder | $37,403 | $8,989+316.1% | $12,068+209.9% | $7,344+409.3% |