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 | $93,135 | $109,413-14.9% | $156,263-40.4% | $84,808+9.8% |
| Participation rate | 80.6% | 72.7%+8.0pp | 78.9%+1.7pp | 68.3%+12.3pp |
| Annual return | 9.14% | 20.18%-11.0pp | 59.47%-50.3pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,436 | $2,907-50.6% | $4,333-66.9% | $2,631-45.4% |
| Participant deferral / active EE | $4,260 | $4,590-7.2% | $6,158-30.8% | $4,212+1.1% |
| Admin fee / account holder | $37,287 | $9,357+298.5% | $14,255+161.6% | $7,344+407.7% |