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 | $97,726 | $64,324+51.9% | $118,925-17.8% | $79,858+22.4% |
| Participation rate | 77.8% | 64.9%+12.9pp | 75.4%+2.4pp | 69.6%+8.1pp |
| Annual return | 7.51% | 86.45%-78.9pp | 35.88%-28.4pp | 31.71%-24.2pp |
| Employer contribution / active EE | $1,240 | $1,836-32.5% | $3,263-62.0% | $2,471-49.8% |
| Participant deferral / active EE | $4,523 | $2,824+60.2% | $4,265+6.0% | $3,740+20.9% |
| Admin fee / account holder | $4,847 | $4,040+20.0% | $6,581-26.3% | $5,306-8.6% |