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 | $70,415 | $91,552-23.1% | $133,956-47.4% | $79,858-11.8% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 8.73% | 61.85%-53.1pp | 45.09%-36.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,084 | $2,384-12.6% | $3,919-46.8% | $2,471-15.7% |
| Participant deferral / active EE | $4,776 | $3,733+27.9% | $5,048-5.4% | $3,740+27.7% |
| Admin fee / account holder | $4,703 | $6,321-25.6% | $8,927-47.3% | $5,306-11.4% |