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 | $72,779 | $87,841-17.1% | $133,980-45.7% | $62,891+15.7% |
| Participation rate | 71.1% | 83.4%-12.3pp | 87.1%-16.0pp | 69.3%+1.8pp |
| Annual return | 4.37% | 12.05%-7.7pp | 29.30%-24.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,399 | $3,483-59.8% | $5,211-73.2% | $2,281-38.7% |
| Participant deferral / active EE | $5,157 | $4,812+7.2% | $6,282-17.9% | $3,203+61.0% |
| Admin fee / account holder | $9,703 | $5,371+80.6% | $9,324+4.1% | $4,296+125.9% |