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 | $63,929 | $87,013-26.5% | $106,213-39.8% | $80,856-20.9% |
| Participation rate | 76.9% | 70.4%+6.5pp | 75.3%+1.6pp | 67.6%+9.3pp |
| Annual return | 6.93% | 17.05%-10.1pp | 116.14%-109.2pp | 35.59%-28.7pp |
| Employer contribution / active EE | $1,942 | $2,395-18.9% | $3,171-38.8% | $2,755-29.5% |
| Participant deferral / active EE | $5,055 | $3,986+26.8% | $5,016+0.8% | $4,296+17.7% |
| Admin fee / account holder | $38,943 | $8,431+361.9% | $11,033+253.0% | $6,918+462.9% |