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 | $80,165 | $86,929-7.8% | $102,423-21.7% | $80,856-0.9% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.6%+4.8pp |
| Annual return | 7.67% | 18.88%-11.2pp | 29.32%-21.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $729 | $2,369-69.3% | $3,023-75.9% | $2,755-73.6% |
| Participant deferral / active EE | $3,224 | $4,118-21.7% | $5,053-36.2% | $4,296-24.9% |
| Admin fee / account holder | $39,756 | $8,049+393.9% | $9,451+320.7% | $6,918+474.7% |