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 | $81,879 | $83,477-1.9% | $125,175-34.6% | $72,985+12.2% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 9.77% | 25.78%-16.0pp | 43.79%-34.0pp | 81.00%-71.2pp |
| Employer contribution / active EE | $652 | $2,345-72.2% | $3,865-83.1% | $2,440-73.3% |
| Participant deferral / active EE | $2,855 | $3,585-20.4% | $4,937-42.2% | $3,607-20.9% |
| Admin fee / account holder | $4,319 | $5,517-21.7% | $9,702-55.5% | $5,124-15.7% |