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 8-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 | $84,236 | $87,013-3.2% | $106,213-20.7% | $80,856+4.2% |
| Participation rate | 80.6% | 70.4%+10.1pp | 75.3%+5.3pp | 67.6%+12.9pp |
| Annual return | 10.08% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,768 | $2,395-26.2% | $3,171-44.3% | $2,755-35.8% |
| Participant deferral / active EE | $4,871 | $3,986+22.2% | $5,016-2.9% | $4,296+13.4% |
| Admin fee / account holder | $3,114 | $8,431-63.1% | $11,033-71.8% | $6,918-55.0% |