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 | $68,534 | $149,679-54.2% | $117,039-41.4% | $147,584-53.6% |
| Participation rate | 72.7% | 83.5%-10.8pp | 77.2%-4.5pp | 82.8%-10.1pp |
| Annual return | 4.45% | 19.31%-14.9pp | 18.95%-14.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $1,525 | $4,937-69.1% | $3,785-59.7% | $4,876-68.7% |
| Participant deferral / active EE | $2,134 | $4,912-56.6% | $3,929-45.7% | $5,439-60.8% |
| Admin fee / account holder | $11,474 | $7,856+46.0% | $5,974+92.1% | $10,885+5.4% |