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 7-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 | $70,661 | $109,881-35.7% | $150,045-52.9% | $84,808-16.7% |
| Participation rate | 76.0% | 76.1%-0.1pp | 82.3%-6.3pp | 68.3%+7.7pp |
| Annual return | 13.84% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,528 | $3,561-29.0% | $4,693-46.1% | $2,631-3.9% |
| Participant deferral / active EE | $5,521 | $6,636-16.8% | $7,997-31.0% | $4,212+31.1% |
| Admin fee / account holder | $27,026 | $8,568+215.4% | $13,435+101.2% | $7,344+268.0% |