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 | $86,691 | $93,571-7.4% | $135,903-36.2% | $75,163+15.3% |
| Participation rate | 73.0% | 75.2%-2.2pp | 81.9%-8.9pp | 67.2%+5.8pp |
| Annual return | 13.39% | 30.90%-17.5pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,703 | $3,537-51.8% | $4,856-64.9% | $2,670-36.2% |
| Participant deferral / active EE | $6,202 | $6,404-3.1% | $7,758-20.0% | $4,125+50.4% |
| Admin fee / account holder | $2,523 | $6,975-63.8% | $10,762-76.6% | $5,651-55.3% |