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 | $76,534 | $86,929-12.0% | $102,423-25.3% | $80,856-5.3% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.6%+25.3pp |
| Annual return | 9.28% | 18.88%-9.6pp | 29.32%-20.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,494 | $2,369+5.3% | $3,023-17.5% | $2,755-9.5% |
| Participant deferral / active EE | $6,108 | $4,118+48.3% | $5,053+20.9% | $4,296+42.2% |
| Admin fee / account holder | $2,618 | $8,049-67.5% | $9,451-72.3% | $6,918-62.1% |