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 | $66,572 | $110,257-39.6% | $96,544-31.0% | $139,434-52.3% |
| Participation rate | 79.2% | 78.1%+1.1pp | 76.0%+3.2pp | 80.3%-1.2pp |
| Annual return | 6.81% | 26.32%-19.5pp | 25.84%-19.0pp | 372.94%-366.1pp |
| Employer contribution / active EE | $2,697 | $3,620-25.5% | $2,965-9.0% | $4,751-43.2% |
| Participant deferral / active EE | $6,079 | $5,548+9.6% | $4,851+25.3% | $6,710-9.4% |
| Admin fee / account holder | $9,468 | $11,591-18.3% | $8,252+14.7% | $11,403-17.0% |