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 | $69,914 | $78,672-11.1% | $109,143-35.9% | $85,850-18.6% |
| Participation rate | 82.2% | 68.3%+13.9pp | 75.9%+6.3pp | 69.3%+12.9pp |
| Annual return | 10.90% | 25.09%-14.2pp | 25.75%-14.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,866 | $2,735+4.8% | $3,722-23.0% | $2,565+11.7% |
| Participant deferral / active EE | $4,447 | $3,467+28.2% | $4,653-4.4% | $3,952+12.5% |
| Admin fee / account holder | $5,323 | $5,469-2.7% | $6,752-21.2% | $6,260-15.0% |