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 | $87,615 | $83,477+5.0% | $125,175-30.0% | $72,985+20.0% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.5%+10.5pp |
| Annual return | 14.57% | 25.78%-11.2pp | 43.79%-29.2pp | 81.00%-66.4pp |
| Employer contribution / active EE | $2,042 | $2,345-12.9% | $3,865-47.2% | $2,440-16.3% |
| Participant deferral / active EE | $5,447 | $3,585+51.9% | $4,937+10.3% | $3,607+51.0% |
| Admin fee / account holder | $13,145 | $5,517+138.2% | $9,702+35.5% | $5,124+156.5% |