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 | $82,448 | $123,793-33.4% | $177,821-53.6% | $79,858+3.2% |
| Participation rate | 78.6% | 84.7%-6.1pp | 87.7%-9.2pp | 69.6%+8.9pp |
| Annual return | 0.36% | 22.82%-22.5pp | 48.32%-48.0pp | 31.71%-31.4pp |
| Employer contribution / active EE | $6,037 | $4,095+47.4% | $5,918+2.0% | $2,471+144.3% |
| Participant deferral / active EE | $10,760 | $5,956+80.6% | $7,714+39.5% | $3,740+187.7% |
| Admin fee / account holder | $1,207 | $7,243-83.3% | $12,427-90.3% | $5,306-77.3% |