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 | $85,997 | $106,749-19.4% | $145,433-40.9% | $82,448+4.3% |
| Participation rate | 77.0% | 75.6%+1.4pp | 82.1%-5.1pp | 68.1%+8.9pp |
| Annual return | 13.56% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,310 | $3,444-62.0% | $4,554-71.2% | $2,551-48.6% |
| Participant deferral / active EE | $4,133 | $6,519-36.6% | $7,897-47.7% | $4,139-0.2% |
| Admin fee / account holder | $7,023 | $8,390-16.3% | $13,129-46.5% | $7,234-2.9% |