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 | $76,075 | $135,952-44.0% | $123,892-38.6% | $273,961-72.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.91% | 56.63%-53.7pp | 47.52%-44.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $9,140 | $5,170+76.8% | $4,617+98.0% | $4,869+87.7% |
| Participant deferral / active EE | $10,800 | $6,343+70.3% | $5,984+80.5% | $5,287+104.3% |
| Admin fee / account holder | $1,861 | $9,817-81.0% | $8,357-77.7% | $10,132-81.6% |