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 7-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 | $78,797 | $111,754-29.5% | $103,333-23.7% | $145,922-46.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 6.08% | 24.77%-18.7pp | 24.88%-18.8pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,790 | $4,212-57.5% | $3,868-53.7% | $4,660-61.6% |
| Participant deferral / active EE | $7,184 | $5,619+27.9% | $5,057+42.1% | $6,688+7.4% |
| Admin fee / account holder | $15,393 | $9,750+57.9% | $8,355+84.2% | $13,397+14.9% |