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 | $114,646 | $87,733+30.7% | $106,548+7.6% | $85,850+33.5% |
| Participation rate | 70.3% | 71.9%-1.7pp | 76.1%-5.9pp | 69.3%+1.0pp |
| Annual return | 7.62% | 21.86%-14.2pp | 26.80%-19.2pp | 318.53%-310.9pp |
| Employer contribution / active EE | $689 | $2,073-66.7% | $2,819-75.5% | $2,565-73.1% |
| Participant deferral / active EE | $3,576 | $3,469+3.1% | $4,398-18.7% | $3,952-9.5% |
| Admin fee / account holder | $60,238 | $6,767+790.1% | $7,407+713.2% | $6,260+862.3% |