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 | $74,385 | $137,414-45.9% | $189,513-60.7% | $85,850-13.4% |
| Participation rate | 73.7% | 84.6%-10.9pp | 87.8%-14.1pp | 69.3%+4.4pp |
| Annual return | 10.60% | 38.14%-27.5pp | 555.15%-544.6pp | 318.53%-307.9pp |
| Employer contribution / active EE | $3,955 | $4,344-9.0% | $6,162-35.8% | $2,565+54.2% |
| Participant deferral / active EE | $3,269 | $6,260-47.8% | $8,221-60.2% | $3,952-17.3% |
| Admin fee / account holder | $11,704 | $8,630+35.6% | $12,045-2.8% | $6,260+87.0% |