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 | $91,776 | $64,348+42.6% | $90,160+1.8% | $70,131+30.9% |
| Participation rate | 81.1% | 70.4%+10.6pp | 76.9%+4.2pp | 69.5%+11.5pp |
| Annual return | 12.85% | 28.13%-15.3pp | 34.88%-22.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,964 | $2,046-4.0% | $3,318-40.8% | $2,342-16.1% |
| Participant deferral / active EE | $6,075 | $4,389+38.4% | $5,288+14.9% | $3,332+82.4% |
| Admin fee / account holder | $5,407 | $3,944+37.1% | $5,943-9.0% | $4,645+16.4% |