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 | $71,277 | $109,413-34.9% | $156,263-54.4% | $84,808-16.0% |
| Participation rate | 76.7% | 72.7%+4.0pp | 78.9%-2.2pp | 68.3%+8.4pp |
| Annual return | 8.73% | 20.18%-11.5pp | 59.47%-50.7pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,461 | $2,907-49.7% | $4,333-66.3% | $2,631-44.5% |
| Participant deferral / active EE | $3,388 | $4,590-26.2% | $6,158-45.0% | $4,212-19.6% |
| Admin fee / account holder | $2,121 | $9,357-77.3% | $14,255-85.1% | $7,344-71.1% |