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 | $91,181 | $109,881-17.0% | $150,045-39.2% | $84,808+7.5% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 13.75% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,613 | $3,561-54.7% | $4,693-65.6% | $2,631-38.7% |
| Participant deferral / active EE | $4,626 | $6,636-30.3% | $7,997-42.2% | $4,212+9.8% |
| Admin fee / account holder | $3,960 | $8,568-53.8% | $13,435-70.5% | $7,344-46.1% |