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 | $84,684 | $138,347-38.8% | $184,203-54.0% | $80,856+4.7% |
| Participation rate | 86.2% | 83.9%+2.3pp | 86.8%-0.6pp | 67.6%+18.6pp |
| Annual return | 11.06% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $7,177 | $4,850+48.0% | $6,427+11.7% | $2,755+160.5% |
| Participant deferral / active EE | $3,484 | $7,071-50.7% | $9,131-61.8% | $4,296-18.9% |
| Admin fee / account holder | $48,393 | $10,483+361.6% | $13,901+248.1% | $6,918+599.5% |