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 | $69,156 | $101,724-32.0% | $164,813-58.0% | $80,856-14.5% |
| Participation rate | 81.6% | 71.8%+9.7pp | 78.6%+3.0pp | 67.6%+13.9pp |
| Annual return | 7.23% | 16.72%-9.5pp | 69.93%-62.7pp | 35.59%-28.4pp |
| Employer contribution / active EE | $5,164 | $2,953+74.8% | $4,341+19.0% | $2,755+87.4% |
| Participant deferral / active EE | $5,191 | $4,477+15.9% | $6,031-13.9% | $4,296+20.8% |
| Admin fee / account holder | $4,225 | $8,227-48.7% | $12,690-66.7% | $6,918-38.9% |