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 | $85,932 | $89,355-3.8% | $141,162-39.1% | $72,985+17.7% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 15.19% | 111.85%-96.7pp | 71.39%-56.2pp | 81.00%-65.8pp |
| Employer contribution / active EE | $2,561 | $3,114-17.8% | $4,735-45.9% | $2,440+5.0% |
| Participant deferral / active EE | $5,288 | $5,418-2.4% | $6,709-21.2% | $3,607+46.6% |
| Admin fee / account holder | $6,760 | $5,958+13.5% | $10,261-34.1% | $5,124+31.9% |