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 | $69,791 | $127,065-45.1% | $113,168-38.3% | $142,382-51.0% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 9.52% | 24.03%-14.5pp | 24.27%-14.7pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,625 | $3,442+5.3% | $2,975+21.8% | $4,299-15.7% |
| Participant deferral / active EE | $6,509 | $5,716+13.9% | $5,107+27.4% | $6,5070% |
| Admin fee / account holder | $46,518 | $15,736+195.6% | $12,068+285.5% | $12,624+268.5% |