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 | $82,203 | $109,413-24.9% | $156,263-47.4% | $84,808-3.1% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 10.34% | 20.18%-9.8pp | 59.47%-49.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,556 | $2,907-12.1% | $4,333-41.0% | $2,631-2.9% |
| Participant deferral / active EE | $5,073 | $4,590+10.5% | $6,158-17.6% | $4,212+20.5% |
| Admin fee / account holder | $29,258 | $9,357+212.7% | $14,255+105.3% | $7,344+298.4% |