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 | $87,156 | $101,724-14.3% | $164,813-47.1% | $80,856+7.8% |
| Participation rate | 71.0% | 71.8%-0.9pp | 78.6%-7.6pp | 67.6%+3.3pp |
| Annual return | 10.46% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,661 | $2,953-43.8% | $4,341-61.7% | $2,755-39.7% |
| Participant deferral / active EE | $5,655 | $4,477+26.3% | $6,031-6.2% | $4,296+31.6% |
| Admin fee / account holder | $9,290 | $8,227+12.9% | $12,690-26.8% | $6,918+34.3% |