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 | $81,997 | $93,571-12.4% | $135,903-39.7% | $75,163+9.1% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 14.86% | 30.90%-16.0pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,825 | $3,537-48.4% | $4,856-62.4% | $2,670-31.7% |
| Participant deferral / active EE | $6,781 | $6,404+5.9% | $7,758-12.6% | $4,125+64.4% |
| Admin fee / account holder | $2,142 | $6,975-69.3% | $10,762-80.1% | $5,651-62.1% |