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 | $62,135 | $96,484-35.6% | $75,886-18.1% | $152,861-59.4% |
| Participation rate | 90.5% | 76.2%+14.3pp | 69.3%+21.2pp | 82.4%+8.0pp |
| Annual return | 11.34% | 33.98%-22.6pp | 30.76%-19.4pp | 345.32%-334.0pp |
| Employer contribution / active EE | $2,504 | $3,309-24.3% | $2,500+0.1% | $4,762-47.4% |
| Participant deferral / active EE | $5,507 | $4,553+21.0% | $3,603+52.8% | $5,850-5.9% |
| Admin fee / account holder | $1,542 | $8,078-80.9% | $5,418-71.5% | $11,596-86.7% |