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 | $78,406 | $91,552-14.4% | $133,956-41.5% | $79,858-1.8% |
| Participation rate | 95.3% | 73.3%+22.0pp | 79.8%+15.5pp | 69.6%+25.7pp |
| Annual return | 9.60% | 61.85%-52.2pp | 45.09%-35.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $631 | $2,384-73.5% | $3,919-83.9% | $2,471-74.5% |
| Participant deferral / active EE | $4,872 | $3,733+30.5% | $5,048-3.5% | $3,740+30.3% |
| Admin fee / account holder | $8,042 | $6,321+27.2% | $8,927-9.9% | $5,306+51.6% |