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 | $77,333 | $109,881-29.6% | $150,045-48.5% | $84,808-8.8% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 13.20% | 28.25%-15.0pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,575 | $3,561-27.7% | $4,693-45.1% | $2,631-2.1% |
| Participant deferral / active EE | $4,920 | $6,636-25.9% | $7,997-38.5% | $4,212+16.8% |
| Admin fee / account holder | $1,306 | $8,568-84.8% | $13,435-90.3% | $7,344-82.2% |