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 5-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 | $79,098 | $70,475+12.2% | $100,516-21.3% | $79,858-1.0% |
| Participation rate | 72.1% | 73.7%-1.6pp | 79.4%-7.3pp | 69.6%+2.5pp |
| Annual return | 11.86% | 21.90%-10.0pp | 30.89%-19.0pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,830 | $2,165-15.5% | $3,418-46.5% | $2,471-25.9% |
| Participant deferral / active EE | $8,573 | $5,181+65.5% | $6,270+36.7% | $3,740+129.2% |
| Admin fee / account holder | $21,659 | $4,478+383.6% | $8,081+168.0% | $5,306+308.2% |