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 | $81,921 | $85,766-4.5% | $136,294-39.9% | $70,131+16.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 13.66% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,786 | $2,966-39.8% | $4,695-62.0% | $2,342-23.8% |
| Participant deferral / active EE | $3,073 | $5,051-39.2% | $6,247-50.8% | $3,332-7.8% |
| Admin fee / account holder | $3,652 | $5,420-32.6% | $9,243-60.5% | $4,645-21.4% |