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 | $138,347-38.8% | $184,203-54.1% | $80,856+4.7% |
| Participation rate | 86.1% | 83.9%+2.2pp | 86.8%-0.7pp | 67.6%+18.4pp |
| Annual return | 10.06% | 20.02%-10.0pp | 28.81%-18.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,688 | $4,850-44.6% | $6,427-58.2% | $2,755-2.4% |
| Participant deferral / active EE | $5,689 | $7,071-19.5% | $9,131-37.7% | $4,296+32.4% |
| Admin fee / account holder | $1,536 | $10,483-85.3% | $13,901-88.9% | $6,918-77.8% |