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 | $78,539 | $108,825-27.8% | $156,181-49.7% | $82,448-4.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 8.50% | 20.59%-12.1pp | 64.87%-56.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,076 | $2,870-27.7% | $4,294-51.6% | $2,551-18.6% |
| Participant deferral / active EE | $5,071 | $4,577+10.8% | $6,132-17.3% | $4,139+22.5% |
| Admin fee / account holder | $6,946 | $9,341-25.6% | $14,586-52.4% | $7,234-4.0% |