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 | $70,983 | $48,076+47.6% | $78,689-9.8% | $62,891+12.9% |
| Participation rate | 75.4% | 65.2%+10.2pp | 73.6%+1.8pp | 69.3%+6.1pp |
| Annual return | 3.41% | 31.35%-27.9pp | 62.18%-58.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,157 | $2,015-42.6% | $2,851-59.4% | $2,281-49.3% |
| Participant deferral / active EE | $2,558 | $2,588-1.2% | $3,517-27.3% | $3,203-20.1% |
| Admin fee / account holder | $6,866 | $3,207+114.1% | $4,510+52.2% | $4,296+59.8% |