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 | $62,687 | $152,587-58.9% | $125,175-49.9% | $152,861-59.0% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 6.02% | 54.84%-48.8pp | 43.79%-37.8pp | 345.32%-339.3pp |
| Employer contribution / active EE | $2,479 | $4,946-49.9% | $3,865-35.9% | $4,762-47.9% |
| Participant deferral / active EE | $6,034 | $5,868+2.8% | $4,937+22.2% | $5,850+3.1% |
| Admin fee / account holder | $1,375 | $13,434-89.8% | $9,702-85.8% | $11,596-88.1% |