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 | $75,747 | $106,749-29.0% | $145,433-47.9% | $82,448-8.1% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 11.84% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $7,927 | $3,444+130.1% | $4,554+74.0% | $2,551+210.7% |
| Participant deferral / active EE | $6,967 | $6,519+6.9% | $7,897-11.8% | $4,139+68.3% |
| Admin fee / account holder | $4,708 | $8,390-43.9% | $13,129-64.1% | $7,234-34.9% |