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 | $76,461 | $115,882-34.0% | $100,516-23.9% | $158,922-51.9% |
| Participation rate | 73.3% | 81.6%-8.2pp | 79.4%-6.1pp | 82.0%-8.6pp |
| Annual return | 4.25% | 34.79%-30.5pp | 30.89%-26.6pp | 302.83%-298.6pp |
| Employer contribution / active EE | $3,467 | $4,103-15.5% | $3,418+1.5% | $4,761-27.2% |
| Participant deferral / active EE | $9,134 | $6,674+36.9% | $6,270+45.7% | $5,982+52.7% |
| Admin fee / account holder | $27,254 | $10,995+147.9% | $8,081+237.3% | $11,246+142.4% |