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 | $68,445 | $185,822-63.2% | $169,993-59.7% | $139,434-50.9% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 7.96% | 60.50%-52.5pp | 53.37%-45.4pp | 372.94%-365.0pp |
| Employer contribution / active EE | $3,456 | $7,590-54.5% | $6,785-49.1% | $4,751-27.2% |
| Participant deferral / active EE | $3,583 | $11,622-69.2% | $10,408-65.6% | $6,710-46.6% |
| Admin fee / account holder | $13,309 | $15,381-13.5% | $12,815+3.9% | $11,403+16.7% |