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 | $87,593 | $124,425-29.6% | $112,040-21.8% | $137,256-36.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 4.35% | 24.72%-20.4pp | 24.52%-20.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $6,560 | $3,411+92.3% | $2,954+122.1% | $4,156+57.8% |
| Participant deferral / active EE | $13,597 | $5,718+137.8% | $5,098+166.7% | $6,407+112.2% |
| Admin fee / account holder | $99,827 | $15,207+556.5% | $12,098+725.1% | $12,270+713.6% |