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 | $79,026 | $83,477-5.3% | $125,175-36.9% | $72,985+8.3% |
| Participation rate | 92.5% | 73.3%+19.2pp | 79.8%+12.8pp | 69.5%+23.1pp |
| Annual return | 4.20% | 25.78%-21.6pp | 43.79%-39.6pp | 81.00%-76.8pp |
| Employer contribution / active EE | $2,638 | $2,345+12.5% | $3,865-31.7% | $2,440+8.1% |
| Participant deferral / active EE | $6,830 | $3,585+90.5% | $4,937+38.4% | $3,607+89.3% |
| Admin fee / account holder | $6,260 | $5,517+13.5% | $9,702-35.5% | $5,124+22.2% |