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 | $82,949 | $59,101+40.4% | $77,163+7.5% | $75,163+10.4% |
| Participation rate | 89.5% | 63.9%+25.6pp | 69.6%+19.9pp | 67.2%+22.3pp |
| Annual return | 9.97% | 26.71%-16.7pp | 37.87%-27.9pp | 160.62%-150.6pp |
| Employer contribution / active EE | $2,724 | $1,995+36.5% | $2,535+7.5% | $2,670+2.0% |
| Participant deferral / active EE | $4,696 | $2,999+56.6% | $3,833+22.5% | $4,125+13.8% |
| Admin fee / account holder | $3,343 | $4,774-30.0% | $5,472-38.9% | $5,651-40.8% |