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 | $87,518 | $127,065-31.1% | $113,168-22.7% | $142,382-38.5% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 7.83% | 24.03%-16.2pp | 24.27%-16.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $9,021 | $3,442+162.1% | $2,975+203.2% | $4,299+109.8% |
| Participant deferral / active EE | $2,025 | $5,716-64.6% | $5,107-60.3% | $6,507-68.9% |
| Admin fee / account holder | $24,747 | $15,736+57.3% | $12,068+105.1% | $12,624+96.0% |