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 | $70,122 | $80,717-13.1% | $154,803-54.7% | $84,808-17.3% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 9.88% | 37.96%-28.1pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,904 | $2,761-31.0% | $4,305-55.8% | $2,631-27.6% |
| Participant deferral / active EE | $5,870 | $3,303+77.7% | $5,540+6.0% | $4,212+39.4% |
| Admin fee / account holder | $10,560 | $6,746+56.5% | $14,329-26.3% | $7,344+43.8% |