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 | $79,069 | $98,750-19.9% | $149,696-47.2% | $79,858-1.0% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 7.45% | 27.43%-20.0pp | 276.60%-269.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,268 | $3,216-60.6% | $4,644-72.7% | $2,471-48.7% |
| Participant deferral / active EE | $5,525 | $5,680-2.7% | $6,842-19.2% | $3,740+47.7% |
| Admin fee / account holder | $6,847 | $6,053+13.1% | $9,309-26.4% | $5,306+29.0% |