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 | $69,672 | $93,571-25.5% | $135,903-48.7% | $75,163-7.3% |
| Participation rate | 75.6% | 75.2%+0.4pp | 81.9%-6.4pp | 67.2%+8.4pp |
| Annual return | 13.72% | 30.90%-17.2pp | 68.23%-54.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $926 | $3,537-73.8% | $4,856-80.9% | $2,670-65.3% |
| Participant deferral / active EE | $4,825 | $6,404-24.7% | $7,758-37.8% | $4,125+17.0% |
| Admin fee / account holder | $5,236 | $6,975-24.9% | $10,762-51.3% | $5,651-7.3% |