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 | $71,637 | $89,355-19.8% | $141,162-49.3% | $72,985-1.8% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | 16.32% | 111.85%-95.5pp | 71.39%-55.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $2,455 | $3,114-21.2% | $4,735-48.2% | $2,440+0.6% |
| Participant deferral / active EE | $5,471 | $5,418+1.0% | $6,709-18.5% | $3,607+51.7% |
| Admin fee / account holder | $20,058 | $5,958+236.7% | $10,261+95.5% | $5,124+291.4% |