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 | $67,841 | $78,672-13.8% | $109,143-37.8% | $85,850-21.0% |
| Participation rate | 86.7% | 68.3%+18.4pp | 75.9%+10.8pp | 69.3%+17.4pp |
| Annual return | 5.74% | 25.09%-19.3pp | 25.75%-20.0pp | 318.53%-312.8pp |
| Employer contribution / active EE | $1,672 | $2,735-38.9% | $3,722-55.1% | $2,565-34.8% |
| Participant deferral / active EE | $2,966 | $3,467-14.5% | $4,653-36.3% | $3,952-24.9% |
| Admin fee / account holder | $5,657 | $5,469+3.4% | $6,752-16.2% | $6,260-9.6% |