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 | $70,186 | $109,413-35.9% | $156,263-55.1% | $84,808-17.2% |
| Participation rate | 86.7% | 72.7%+14.0pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 11.23% | 20.18%-9.0pp | 59.47%-48.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,526 | $2,907-47.5% | $4,333-64.8% | $2,631-42.0% |
| Participant deferral / active EE | $3,362 | $4,590-26.8% | $6,158-45.4% | $4,212-20.2% |
| Admin fee / account holder | $10,102 | $9,357+8.0% | $14,255-29.1% | $7,344+37.6% |