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 | $60,960 | $93,571-34.9% | $135,903-55.1% | $75,163-18.9% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 14.70% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,946 | $3,537-45.0% | $4,856-59.9% | $2,670-27.1% |
| Participant deferral / active EE | $6,680 | $6,404+4.3% | $7,758-13.9% | $4,125+61.9% |
| Admin fee / account holder | $7,879 | $6,975+12.9% | $10,762-26.8% | $5,651+39.4% |