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 | $97,185 | $148,978-34.8% | $200,582-51.5% | $84,808+14.6% |
| Participation rate | 87.5% | 84.2%+3.3pp | 86.9%+0.6pp | 68.3%+19.2pp |
| Annual return | 13.08% | 28.16%-15.1pp | 42.33%-29.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,056 | $4,815-57.3% | $6,419-68.0% | $2,631-21.9% |
| Participant deferral / active EE | $6,786 | $7,142-5.0% | $9,331-27.3% | $4,212+61.1% |
| Admin fee / account holder | $14,396 | $13,977+3.0% | $16,305-11.7% | $7,344+96.0% |