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 | $73,062 | $54,762+33.4% | $90,281-19.1% | $72,985+0.1% |
| Participation rate | 75.0% | 65.1%+9.9pp | 73.3%+1.7pp | 69.5%+5.5pp |
| Annual return | 3.68% | 30.63%-26.9pp | 78.10%-74.4pp | 81.00%-77.3pp |
| Employer contribution / active EE | $776 | $2,092-62.9% | $2,854-72.8% | $2,440-68.2% |
| Participant deferral / active EE | $3,537 | $2,887+22.5% | $3,885-9.0% | $3,607-1.9% |
| Admin fee / account holder | $3,920 | $3,972-1.3% | $5,351-26.7% | $5,124-23.5% |