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 | $105,683 | $83,477+26.6% | $125,175-15.6% | $72,985+44.8% |
| Participation rate | 82.5% | 73.3%+9.2pp | 79.8%+2.7pp | 69.5%+13.0pp |
| Annual return | 15.77% | 25.78%-10.0pp | 43.79%-28.0pp | 81.00%-65.2pp |
| Employer contribution / active EE | $599 | $2,345-74.4% | $3,865-84.5% | $2,440-75.4% |
| Participant deferral / active EE | $4,090 | $3,585+14.1% | $4,937-17.1% | $3,607+13.4% |
| Admin fee / account holder | $6,207 | $5,517+12.5% | $9,702-36.0% | $5,124+21.1% |