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 | $93,406 | $109,359-14.6% | $162,163-42.4% | $72,985+28.0% |
| Participation rate | 88.9% | 84.3%+4.6pp | 87.6%+1.3pp | 69.5%+19.4pp |
| Annual return | 15.31% | 25.46%-10.1pp | 115.59%-100.3pp | 81.00%-65.7pp |
| Employer contribution / active EE | $2,601 | $3,907-33.4% | $5,614-53.7% | $2,440+6.6% |
| Participant deferral / active EE | $4,645 | $5,481-15.2% | $7,298-36.3% | $3,607+28.8% |
| Admin fee / account holder | $6,320 | $7,972-20.7% | $10,843-41.7% | $5,124+23.3% |