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 | $127,301 | $96,965+31.3% | $97,995+29.9% | $147,584-13.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 6.67% | 24.11%-17.4pp | 23.94%-17.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $1,474 | $4,536-67.5% | $4,158-64.6% | $4,876-69.8% |
| Participant deferral / active EE | $2,984 | $5,081-41.3% | $5,097-41.5% | $5,439-45.1% |
| Admin fee / account holder | $4,876 | $8,120-39.9% | $5,943-18.0% | $10,885-55.2% |