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 7-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 | $74,338 | $95,266-22.0% | $82,389-9.8% | $142,382-47.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 5.04% | 25.74%-20.7pp | 28.67%-23.6pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,640 | $2,991-45.2% | $2,517-34.8% | $4,299-61.8% |
| Participant deferral / active EE | $4,556 | $4,809-5.3% | $4,155+9.7% | $6,507-30.0% |
| Admin fee / account holder | $97,131 | $8,563+1034.2% | $7,231+1243.3% | $12,624+669.4% |