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 | $96,981 | $109,881-11.7% | $150,045-35.4% | $84,808+14.4% |
| Participation rate | 86.5% | 76.1%+10.5pp | 82.3%+4.2pp | 68.3%+18.2pp |
| Annual return | 14.08% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,558 | $3,561-28.2% | $4,693-45.5% | $2,631-2.8% |
| Participant deferral / active EE | $3,831 | $6,636-42.3% | $7,997-52.1% | $4,212-9.0% |
| Admin fee / account holder | $6,539 | $8,568-23.7% | $13,435-51.3% | $7,344-11.0% |