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 | $70,376 | $116,875-39.8% | $493,514-85.7% | $116,875-39.8% |
| Participation rate | 80.9% | 74.5%+6.4pp | 86.6%-5.7pp | 74.5%+6.4pp |
| Annual return | 10.88% | 16.29%-5.4pp | -7.53%+18.4pp | 16.29%-5.4pp |
| Employer contribution / active EE | $773 | $3,288-76.5% | $6,745-88.5% | $3,288-76.5% |
| Participant deferral / active EE | $4,753 | $3,885+22.3% | $3,576+32.9% | $3,885+22.3% |
| Admin fee / account holder | $24,506 | $12,263+99.8% | $31,190-21.4% | $12,263+99.8% |