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 | $82,208 | $73,933+11.2% | $96,683-15.0% | $75,163+9.4% |
| Participation rate | 80.9% | 66.4%+14.4pp | 74.3%+6.5pp | 67.2%+13.7pp |
| Annual return | 11.30% | 26.70%-15.4pp | 35.69%-24.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $3,280 | $2,928+12.0% | $3,737-12.2% | $2,670+22.8% |
| Participant deferral / active EE | $6,763 | $3,659+84.9% | $4,878+38.6% | $4,125+64.0% |
| Admin fee / account holder | $3,760 | $5,216-27.9% | $6,730-44.1% | $5,651-33.5% |