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 | $89,702 | $109,359-18.0% | $162,163-44.7% | $72,985+22.9% |
| Participation rate | 79.2% | 84.3%-5.1pp | 87.6%-8.4pp | 69.5%+9.7pp |
| Annual return | 14.92% | 25.46%-10.5pp | 115.59%-100.7pp | 81.00%-66.1pp |
| Employer contribution / active EE | $1,927 | $3,907-50.7% | $5,614-65.7% | $2,440-21.0% |
| Participant deferral / active EE | $3,264 | $5,481-40.5% | $7,298-55.3% | $3,607-9.5% |
| Admin fee / account holder | $3,633 | $7,972-54.4% | $10,843-66.5% | $5,124-29.1% |