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 | $71,116 | $98,750-28.0% | $149,696-52.5% | $79,858-10.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 6.50% | 27.43%-20.9pp | 276.60%-270.1pp | 31.71%-25.2pp |
| Employer contribution / active EE | $3,363 | $3,216+4.6% | $4,644-27.6% | $2,471+36.1% |
| Participant deferral / active EE | $7,854 | $5,680+38.3% | $6,842+14.8% | $3,740+110.0% |
| Admin fee / account holder | $39,193 | $6,053+547.5% | $9,309+321.0% | $5,306+638.6% |