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 | $74,102 | $93,571-20.8% | $135,903-45.5% | $75,163-1.4% |
| Participation rate | 82.0% | 75.2%+6.8pp | 81.9%+0.1pp | 67.2%+14.8pp |
| Annual return | 15.11% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $3,016 | $3,537-14.7% | $4,856-37.9% | $2,670+13.0% |
| Participant deferral / active EE | $6,759 | $6,404+5.5% | $7,758-12.9% | $4,125+63.8% |
| Admin fee / account holder | $25,816 | $6,975+270.1% | $10,762+139.9% | $5,651+356.8% |