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 | $86,247 | $109,359-21.1% | $162,163-46.8% | $72,985+18.2% |
| Participation rate | 92.8% | 84.3%+8.5pp | 87.6%+5.2pp | 69.5%+23.3pp |
| Annual return | 7.14% | 25.46%-18.3pp | 115.59%-108.5pp | 81.00%-73.9pp |
| Employer contribution / active EE | $1,771 | $3,907-54.7% | $5,614-68.5% | $2,440-27.4% |
| Participant deferral / active EE | $5,427 | $5,481-1.0% | $7,298-25.6% | $3,607+50.5% |
| Admin fee / account holder | $5,143 | $7,972-35.5% | $10,843-52.6% | $5,124+0.4% |