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 | $104,610 | $146,267-28.5% | $197,124-46.9% | $82,448+26.9% |
| Participation rate | 97.8% | 84.0%+13.8pp | 86.7%+11.1pp | 68.1%+29.7pp |
| Annual return | 6.49% | 29.61%-23.1pp | 44.34%-37.9pp | 41.64%-35.1pp |
| Employer contribution / active EE | $3,765 | $4,723-20.3% | $6,227-39.5% | $2,551+47.6% |
| Participant deferral / active EE | $4,588 | $7,035-34.8% | $9,135-49.8% | $4,139+10.8% |
| Admin fee / account holder | $1,668 | $14,422-88.4% | $16,298-89.8% | $7,234-76.9% |