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 | $84,847 | $109,881-22.8% | $150,045-43.5% | $84,8080% |
| Participation rate | 73.5% | 76.1%-2.6pp | 82.3%-8.8pp | 68.3%+5.2pp |
| Annual return | 13.70% | 28.25%-14.5pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,866 | $3,561-19.5% | $4,693-38.9% | $2,631+8.9% |
| Participant deferral / active EE | $5,062 | $6,636-23.7% | $7,997-36.7% | $4,212+20.2% |
| Admin fee / account holder | $7,799 | $8,568-9.0% | $13,435-41.9% | $7,344+6.2% |