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 | $80,160 | $149,734-46.5% | $118,925-32.6% | $158,922-49.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 3.71% | 19.95%-16.2pp | 35.88%-32.2pp | 302.83%-299.1pp |
| Employer contribution / active EE | $3,971 | $4,115-3.5% | $3,263+21.7% | $4,761-16.6% |
| Participant deferral / active EE | $8,712 | $5,223+66.8% | $4,265+104.3% | $5,982+45.6% |
| Admin fee / account holder | $16,533 | $8,603+92.2% | $6,581+151.2% | $11,246+47.0% |