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 | $72,442 | $91,552-20.9% | $133,956-45.9% | $79,858-9.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.49% | 61.85%-55.4pp | 45.09%-38.6pp | 31.71%-25.2pp |
| Employer contribution / active EE | $1,757 | $2,384-26.3% | $3,919-55.2% | $2,471-28.9% |
| Participant deferral / active EE | $3,032 | $3,733-18.8% | $5,048-39.9% | $3,740-18.9% |
| Admin fee / account holder | $5,355 | $6,321-15.3% | $8,927-40.0% | $5,306+0.9% |