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 | $74,910 | $99,985-25.1% | $146,665-48.9% | $85,850-12.7% |
| Participation rate | 76.5% | 73.1%+3.4pp | 80.1%-3.6pp | 69.3%+7.2pp |
| Annual return | 8.98% | 18.93%-10.0pp | 22.74%-13.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,510 | $2,559-1.9% | $4,136-39.3% | $2,565-2.1% |
| Participant deferral / active EE | $4,161 | $4,006+3.9% | $5,506-24.4% | $3,952+5.3% |
| Admin fee / account holder | $8,264 | $7,702+7.3% | $10,280-19.6% | $6,260+32.0% |