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 | $74,675 | $83,477-10.5% | $125,175-40.3% | $72,985+2.3% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.6pp | 69.5%+23.8pp |
| Annual return | 6.80% | 25.78%-19.0pp | 43.79%-37.0pp | 81.00%-74.2pp |
| Employer contribution / active EE | $1,401 | $2,345-40.3% | $3,865-63.8% | $2,440-42.6% |
| Participant deferral / active EE | $3,815 | $3,585+6.4% | $4,937-22.7% | $3,607+5.8% |
| Admin fee / account holder | $9,064 | $5,517+64.3% | $9,702-6.6% | $5,124+76.9% |