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 | $73,296 | $55,706+31.6% | $75,886-3.4% | $72,985+0.4% |
| Participation rate | 71.8% | 61.1%+10.7pp | 69.3%+2.5pp | 69.5%+2.3pp |
| Annual return | 5.77% | 27.59%-21.8pp | 30.76%-25.0pp | 81.00%-75.2pp |
| Employer contribution / active EE | $561 | $1,687-66.7% | $2,500-77.6% | $2,440-77.0% |
| Participant deferral / active EE | $2,273 | $2,634-13.7% | $3,603-36.9% | $3,607-37.0% |
| Admin fee / account holder | $2,369 | $3,978-40.5% | $5,418-56.3% | $5,124-53.8% |