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 | $84,621 | $138,385-38.9% | $184,200-54.1% | $80,874+4.6% |
| Participation rate | 86.1% | 83.9%+2.2pp | 86.8%-0.8pp | 67.6%+18.4pp |
| Annual return | 10.06% | 20.02%-10.0pp | 28.80%-18.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $2,688 | $4,849-44.6% | $6,424-58.2% | $2,756-2.5% |
| Participant deferral / active EE | $5,689 | $7,073-19.6% | $9,132-37.7% | $4,297+32.4% |
| Admin fee / account holder | $1,536 | $10,483-85.3% | $13,907-89.0% | $6,935-77.8% |