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 | $68,041 | $109,881-38.1% | $150,045-54.7% | $84,808-19.8% |
| Participation rate | 86.8% | 76.1%+10.7pp | 82.3%+4.5pp | 68.3%+18.5pp |
| Annual return | 13.04% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,192 | $3,561-38.4% | $4,693-53.3% | $2,631-16.7% |
| Participant deferral / active EE | $5,739 | $6,636-13.5% | $7,997-28.2% | $4,212+36.3% |
| Admin fee / account holder | $5,035 | $8,568-41.2% | $13,435-62.5% | $7,344-31.4% |