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 | $83,154 | $95,416-12.9% | $185,823-55.3% | $85,850-3.1% |
| Participation rate | 80.6% | 68.8%+11.8pp | 81.7%-1.1pp | 69.3%+11.2pp |
| Annual return | 9.97% | 23.59%-13.6pp | 122.05%-112.1pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,002 | $3,314-39.6% | $5,167-61.2% | $2,565-21.9% |
| Participant deferral / active EE | $3,146 | $3,423-8.1% | $5,568-43.5% | $3,952-20.4% |
| Admin fee / account holder | $8,949 | $7,213+24.1% | $16,237-44.9% | $6,260+43.0% |