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 | $64,306 | $102,382-37.2% | $147,005-56.3% | $80,874-20.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 11.44% | 134.89%-123.4pp | 418.76%-407.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,643 | $3,715-28.8% | $4,934-46.4% | $2,756-4.1% |
| Participant deferral / active EE | $6,331 | $6,646-4.7% | $8,070-21.5% | $4,297+47.3% |
| Admin fee / account holder | $4,571 | $7,942-42.5% | $13,006-64.9% | $6,935-34.1% |