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 | $70,186 | $108,825-35.5% | $156,181-55.1% | $82,448-14.9% |
| Participation rate | 86.7% | 72.4%+14.3pp | 78.8%+7.8pp | 68.1%+18.6pp |
| Annual return | 11.23% | 20.59%-9.4pp | 64.87%-53.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,526 | $2,870-46.8% | $4,294-64.5% | $2,551-40.2% |
| Participant deferral / active EE | $3,362 | $4,577-26.6% | $6,132-45.2% | $4,139-18.8% |
| Admin fee / account holder | $10,102 | $9,341+8.2% | $14,586-30.7% | $7,234+39.6% |