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 | $63,226 | $89,753-29.6% | $107,525-41.2% | $84,808-25.4% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 9.04% | 29.48%-20.4pp | 181.32%-172.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $8,379 | $3,113+169.1% | $3,754+123.2% | $2,631+218.5% |
| Participant deferral / active EE | $2,415 | $4,056-40.5% | $5,116-52.8% | $4,212-42.7% |
| Admin fee / account holder | $7,183 | $7,222-0.5% | $8,919-19.5% | $7,344-2.2% |