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 | $60,834 | $83,477-27.1% | $125,175-51.4% | $72,985-16.6% |
| Participation rate | 82.2% | 73.3%+8.9pp | 79.8%+2.4pp | 69.5%+12.7pp |
| Annual return | 7.66% | 25.78%-18.1pp | 43.79%-36.1pp | 81.00%-73.3pp |
| Employer contribution / active EE | $1,271 | $2,345-45.8% | $3,865-67.1% | $2,440-47.9% |
| Participant deferral / active EE | $4,779 | $3,585+33.3% | $4,937-3.2% | $3,607+32.5% |
| Admin fee / account holder | $6,332 | $5,517+14.8% | $9,702-34.7% | $5,124+23.6% |