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 | $76,578 | $89,753-14.7% | $107,525-28.8% | $84,808-9.7% |
| Participation rate | 75.9% | 68.1%+7.8pp | 75.1%+0.8pp | 68.3%+7.6pp |
| Annual return | 11.00% | 29.48%-18.5pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,459 | $3,113-21.0% | $3,754-34.5% | $2,631-6.5% |
| Participant deferral / active EE | $4,490 | $4,056+10.7% | $5,116-12.2% | $4,212+6.6% |
| Admin fee / account holder | $442 | $7,222-93.9% | $8,919-95.0% | $7,344-94.0% |