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 | $104,052 | $72,492+43.5% | $87,100+19.5% | $72,985+42.6% |
| Participation rate | 71.0% | 72.8%-1.8pp | 76.9%-5.9pp | 69.5%+1.5pp |
| Annual return | 2.67% | 24.46%-21.8pp | 28.19%-25.5pp | 81.00%-78.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,648 | $3,270+11.6% | $4,049-9.9% | $3,607+1.1% |
| Admin fee / account holder | $1,561 | $5,055-69.1% | $7,497-79.2% | $5,124-69.5% |