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 | $81,708 | $106,749-23.5% | $145,433-43.8% | $82,448-0.9% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 12.64% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,698 | $3,444-50.7% | $4,554-62.7% | $2,551-33.5% |
| Participant deferral / active EE | $5,447 | $6,519-16.4% | $7,897-31.0% | $4,139+31.6% |
| Admin fee / account holder | $6,745 | $8,390-19.6% | $13,129-48.6% | $7,234-6.8% |