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 | $70,900 | $77,503-8.5% | $100,391-29.4% | $80,856-12.3% |
| Participation rate | 87.5% | 76.9%+10.6pp | 81.5%+6.0pp | 67.6%+19.9pp |
| Annual return | 10.75% | 37.20%-26.5pp | 49.20%-38.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,602 | $2,801+28.6% | $3,942-8.6% | $2,755+30.8% |
| Participant deferral / active EE | $11,366 | $6,820+66.7% | $8,082+40.6% | $4,296+164.6% |
| Admin fee / account holder | $51,329 | $5,897+770.4% | $7,899+549.8% | $6,918+642.0% |