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 | $95,138 | $109,359-13.0% | $162,163-41.3% | $72,985+30.4% |
| Participation rate | 79.4% | 84.3%-4.8pp | 87.6%-8.1pp | 69.5%+9.9pp |
| Annual return | 16.97% | 25.46%-8.5pp | 115.59%-98.6pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,244 | $3,907-42.6% | $5,614-60.0% | $2,440-8.0% |
| Participant deferral / active EE | $5,515 | $5,481+0.6% | $7,298-24.4% | $3,607+52.9% |
| Admin fee / account holder | $16,043 | $7,972+101.2% | $10,843+48.0% | $5,124+213.1% |