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 | $73,775 | $98,750-25.3% | $149,696-50.7% | $79,858-7.6% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 10.88% | 27.43%-16.6pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,465 | $3,216-23.4% | $4,644-46.9% | $2,471-0.2% |
| Participant deferral / active EE | $4,967 | $5,680-12.6% | $6,842-27.4% | $3,740+32.8% |
| Admin fee / account holder | $2,140 | $6,053-64.6% | $9,309-77.0% | $5,306-59.7% |