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 | $79,839 | $109,359-27.0% | $162,163-50.8% | $72,985+9.4% |
| Participation rate | 96.4% | 84.3%+12.2pp | 87.6%+8.9pp | 69.5%+26.9pp |
| Annual return | 16.21% | 25.46%-9.2pp | 115.59%-99.4pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,636 | $3,907-58.1% | $5,614-70.9% | $2,440-33.0% |
| Participant deferral / active EE | $4,723 | $5,481-13.8% | $7,298-35.3% | $3,607+30.9% |
| Admin fee / account holder | $8,056 | $7,972+1.1% | $10,843-25.7% | $5,124+57.2% |