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 | $76,636 | $109,881-30.3% | $150,045-48.9% | $84,808-9.6% |
| Participation rate | 76.3% | 76.1%+0.2pp | 82.3%-6.1pp | 68.3%+8.0pp |
| Annual return | 12.72% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,570 | $3,561-55.9% | $4,693-66.5% | $2,631-40.3% |
| Participant deferral / active EE | $3,725 | $6,636-43.9% | $7,997-53.4% | $4,212-11.5% |
| Admin fee / account holder | $15,615 | $8,568+82.2% | $13,435+16.2% | $7,344+112.6% |