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 | $67,324 | $86,286-22.0% | $111,297-39.5% | $85,850-21.6% |
| Participation rate | 84.3% | 73.3%+11.0pp | 77.3%+7.0pp | 69.3%+15.0pp |
| Annual return | 7.14% | 19.99%-12.8pp | 54.65%-47.5pp | 318.53%-311.4pp |
| Employer contribution / active EE | $1,706 | $2,043-16.5% | $2,731-37.5% | $2,565-33.5% |
| Participant deferral / active EE | $2,863 | $3,641-21.3% | $4,487-36.2% | $3,952-27.5% |
| Admin fee / account holder | $24,809 | $8,188+203.0% | $7,964+211.5% | $6,260+296.3% |