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 | $74,275 | $85,766-13.4% | $136,294-45.5% | $70,131+5.9% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 8.98% | 31.45%-22.5pp | 5155.94%-5147.0pp | 73.14%-64.2pp |
| Employer contribution / active EE | $1,710 | $2,966-42.3% | $4,695-63.6% | $2,342-27.0% |
| Participant deferral / active EE | $4,673 | $5,051-7.5% | $6,247-25.2% | $3,332+40.3% |
| Admin fee / account holder | $5,038 | $5,420-7.1% | $9,243-45.5% | $4,645+8.5% |