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 | $96,990 | $125,758-22.9% | $169,993-42.9% | $75,163+29.0% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.0%+8.7pp | 67.2%+28.5pp |
| Annual return | 12.38% | 27.20%-14.8pp | 53.37%-41.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $3,011 | $4,615-34.8% | $6,785-55.6% | $2,670+12.8% |
| Participant deferral / active EE | $4,018 | $6,837-41.2% | $10,408-61.4% | $4,125-2.6% |
| Admin fee / account holder | $7,130 | $8,173-12.8% | $12,815-44.4% | $5,651+26.2% |