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 | $76,932 | $86,944-11.5% | $107,525-28.5% | $74,304+3.5% |
| Participation rate | 73.6% | 59.6%+14.0pp | 75.1%-1.5pp | 60.3%+13.2pp |
| Annual return | 10.53% | 23.52%-13.0pp | 181.32%-170.8pp | 29.43%-18.9pp |
| Employer contribution / active EE | $6,682 | $2,757+142.4% | $3,754+78.0% | $2,241+198.1% |
| Participant deferral / active EE | $1,659 | $3,554-53.3% | $5,116-67.6% | $3,767-56.0% |
| Admin fee / account holder | $4,561 | $3,727+22.4% | $8,919-48.9% | $2,969+53.6% |