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 | $79,252 | $104,664-24.3% | $85,682-7.5% | $167,490-52.7% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 8.27% | 21.45%-13.2pp | 21.49%-13.2pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,551 | $3,337-53.5% | $2,618-40.8% | $4,837-67.9% |
| Participant deferral / active EE | $2,798 | $4,824-42.0% | $3,923-28.7% | $6,341-55.9% |
| Admin fee / account holder | $15,145 | $10,032+51.0% | $6,873+120.4% | $12,309+23.0% |