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 | $79,122 | $116,175-31.9% | $93,606-15.5% | $152,861-48.2% |
| Participation rate | 95.2% | 78.0%+17.2pp | 75.8%+19.4pp | 82.4%+12.8pp |
| Annual return | 8.06% | 35.96%-27.9pp | 32.76%-24.7pp | 345.32%-337.3pp |
| Employer contribution / active EE | $1,946 | $3,218-39.5% | $2,718-28.4% | $4,762-59.1% |
| Participant deferral / active EE | $4,777 | $4,603+3.8% | $4,069+17.4% | $5,850-18.4% |
| Admin fee / account holder | $2,385 | $10,748-77.8% | $7,888-69.8% | $11,596-79.4% |