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 | $76,336 | $91,552-16.6% | $133,956-43.0% | $79,858-4.4% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.6%+17.2pp |
| Annual return | 1.33% | 61.85%-60.5pp | 45.09%-43.8pp | 31.71%-30.4pp |
| Employer contribution / active EE | $1,647 | $2,384-30.9% | $3,919-58.0% | $2,471-33.3% |
| Participant deferral / active EE | $2,173 | $3,733-41.8% | $5,048-57.0% | $3,740-41.9% |
| Admin fee / account holder | $2,351 | $6,321-62.8% | $8,927-73.7% | $5,306-55.7% |