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 | $92,081 | $109,881-16.2% | $150,045-38.6% | $84,808+8.6% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.4pp | 68.3%+27.4pp |
| Annual return | 13.49% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,707 | $3,561-24.0% | $4,693-42.3% | $2,631+2.9% |
| Participant deferral / active EE | $6,436 | $6,636-3.0% | $7,997-19.5% | $4,212+52.8% |
| Admin fee / account holder | $10,227 | $8,568+19.4% | $13,435-23.9% | $7,344+39.3% |