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 | $92,446 | $56,053+64.9% | $75,972+21.7% | $80,856+14.3% |
| Participation rate | 71.9% | 62.0%+9.8pp | 69.1%+2.8pp | 67.6%+4.2pp |
| Annual return | 7.84% | 20.53%-12.7pp | 359.55%-351.7pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,758 | $1,874-6.2% | $2,685-34.5% | $2,755-36.2% |
| Participant deferral / active EE | $2,403 | $3,052-21.3% | $4,255-43.5% | $4,296-44.1% |
| Admin fee / account holder | $12,076 | $5,234+130.7% | $6,467+86.7% | $6,918+74.6% |