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 | $83,279 | $93,571-11.0% | $135,903-38.7% | $75,163+10.8% |
| Participation rate | 86.1% | 75.2%+10.9pp | 81.9%+4.2pp | 67.2%+18.9pp |
| Annual return | 9.35% | 30.90%-21.6pp | 68.23%-58.9pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,628 | $3,537-54.0% | $4,856-66.5% | $2,670-39.0% |
| Participant deferral / active EE | $7,452 | $6,404+16.4% | $7,758-3.9% | $4,125+80.6% |
| Admin fee / account holder | $3,874 | $6,975-44.5% | $10,762-64.0% | $5,651-31.5% |