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 | $76,935 | $70,475+9.2% | $100,516-23.5% | $79,858-3.7% |
| Participation rate | 90.8% | 73.7%+17.1pp | 79.4%+11.4pp | 69.6%+21.1pp |
| Annual return | 12.22% | 21.90%-9.7pp | 30.89%-18.7pp | 31.71%-19.5pp |
| Employer contribution / active EE | $381 | $2,165-82.4% | $3,418-88.9% | $2,471-84.6% |
| Participant deferral / active EE | $3,450 | $5,181-33.4% | $6,270-45.0% | $3,740-7.8% |
| Admin fee / account holder | $6,548 | $4,478+46.2% | $8,081-19.0% | $5,306+23.4% |