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 | $73,714 | $110,257-33.1% | $96,544-23.6% | $139,434-47.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 6.97% | 26.32%-19.3pp | 25.84%-18.9pp | 372.94%-366.0pp |
| Employer contribution / active EE | $5,234 | $3,620+44.6% | $2,965+76.5% | $4,751+10.2% |
| Participant deferral / active EE | $6,906 | $5,548+24.5% | $4,851+42.4% | $6,710+2.9% |
| Admin fee / account holder | $16,288 | $11,591+40.5% | $8,252+97.4% | $11,403+42.8% |