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 | $76,719 | $98,750-22.3% | $149,696-48.8% | $79,858-3.9% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.6pp |
| Annual return | 7.07% | 27.43%-20.4pp | 276.60%-269.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $2,302 | $3,216-28.4% | $4,644-50.4% | $2,471-6.8% |
| Participant deferral / active EE | $5,352 | $5,680-5.8% | $6,842-21.8% | $3,740+43.1% |
| Admin fee / account holder | $3,970 | $6,053-34.4% | $9,309-57.4% | $5,306-25.2% |