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 | $84,426 | $146,267-42.3% | $197,124-57.2% | $82,448+2.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 8.96% | 29.61%-20.7pp | 44.34%-35.4pp | 41.64%-32.7pp |
| Employer contribution / active EE | $3,332 | $4,723-29.5% | $6,227-46.5% | $2,551+30.6% |
| Participant deferral / active EE | $6,891 | $7,035-2.0% | $9,135-24.6% | $4,139+66.5% |
| Admin fee / account holder | $5,974 | $14,422-58.6% | $16,298-63.3% | $7,234-17.4% |