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 | $72,796 | $101,724-28.4% | $164,813-55.8% | $80,856-10.0% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.6%+5.7pp |
| Annual return | 9.25% | 16.72%-7.5pp | 69.93%-60.7pp | 35.59%-26.3pp |
| Employer contribution / active EE | $3,845 | $2,953+30.2% | $4,341-11.4% | $2,755+39.6% |
| Participant deferral / active EE | $4,191 | $4,477-6.4% | $6,031-30.5% | $4,296-2.4% |
| Admin fee / account holder | $25,381 | $8,227+208.5% | $12,690+100.0% | $6,918+266.9% |