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 7-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 | $85,503 | $98,750-13.4% | $149,696-42.9% | $79,858+7.1% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.5%+1.1pp | 69.6%+13.9pp |
| Annual return | 12.07% | 27.43%-15.4pp | 276.60%-264.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $940 | $3,216-70.8% | $4,644-79.8% | $2,471-62.0% |
| Participant deferral / active EE | $7,025 | $5,680+23.7% | $6,842+2.7% | $3,740+87.8% |
| Admin fee / account holder | $4,945 | $6,053-18.3% | $9,309-46.9% | $5,306-6.8% |