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 | $67,074 | $95,803-30.0% | $113,168-40.7% | $84,808-20.9% |
| Participation rate | 77.4% | 72.9%+4.6pp | 76.6%+0.9pp | 68.3%+9.1pp |
| Annual return | 4.24% | 25.00%-20.8pp | 24.27%-20.0pp | 40.90%-36.7pp |
| Employer contribution / active EE | $1,174 | $2,360-50.2% | $2,975-60.5% | $2,631-55.4% |
| Participant deferral / active EE | $2,418 | $4,242-43.0% | $5,107-52.6% | $4,212-42.6% |
| Admin fee / account holder | $7,503 | $8,989-16.5% | $12,068-37.8% | $7,344+2.2% |