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 | $70,655 | $93,571-24.5% | $135,903-48.0% | $75,163-6.0% |
| Participation rate | 78.1% | 75.2%+2.9pp | 81.9%-3.8pp | 67.2%+10.9pp |
| Annual return | 12.34% | 30.90%-18.6pp | 68.23%-55.9pp | 160.62%-148.3pp |
| Employer contribution / active EE | $881 | $3,537-75.1% | $4,856-81.9% | $2,670-67.0% |
| Participant deferral / active EE | $6,831 | $6,404+6.7% | $7,758-12.0% | $4,125+65.6% |
| Admin fee / account holder | $7,068 | $6,975+1.3% | $10,762-34.3% | $5,651+25.1% |