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 | $87,633 | $106,515-17.7% | $96,683-9.4% | $139,434-37.2% |
| Participation rate | 79.2% | 77.8%+1.3pp | 74.3%+4.8pp | 80.3%-1.2pp |
| Annual return | 9.40% | 38.43%-29.0pp | 35.69%-26.3pp | 372.94%-363.5pp |
| Employer contribution / active EE | $5,064 | $4,103+23.4% | $3,737+35.5% | $4,751+6.6% |
| Participant deferral / active EE | $2,949 | $5,454-45.9% | $4,878-39.5% | $6,710-56.1% |
| Admin fee / account holder | $6,809 | $7,877-13.6% | $6,730+1.2% | $11,403-40.3% |