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 | $82,603 | $98,750-16.4% | $149,696-44.8% | $79,858+3.4% |
| Participation rate | 98.8% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 8.57% | 27.43%-18.9pp | 276.60%-268.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,725 | $3,216-15.3% | $4,644-41.3% | $2,471+10.3% |
| Participant deferral / active EE | $6,485 | $5,680+14.2% | $6,842-5.2% | $3,740+73.4% |
| Admin fee / account holder | $4,360 | $6,053-28.0% | $9,309-53.2% | $5,306-17.8% |