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 9-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 | $74,092 | $123,793-40.1% | $177,821-58.3% | $79,858-7.2% |
| Participation rate | 78.1% | 84.7%-6.5pp | 87.7%-9.6pp | 69.6%+8.5pp |
| Annual return | 10.75% | 22.82%-12.1pp | 48.32%-37.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,721 | $5,956+80.0% | $7,714+39.0% | $3,740+186.7% |
| Admin fee / account holder | $2,702 | $7,243-62.7% | $12,427-78.3% | $5,306-49.1% |