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 5-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 | $19,264 | $127,065-84.8% | $113,168-83.0% | $142,382-86.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 6.57% | 24.03%-17.5pp | 24.27%-17.7pp | 217.08%-210.5pp |
| Employer contribution / active EE | $2,076 | $3,442-39.7% | $2,975-30.2% | $4,299-51.7% |
| Participant deferral / active EE | $5,184 | $5,716-9.3% | $5,107+1.5% | $6,507-20.3% |
| Admin fee / account holder | $15,454 | $15,736-1.8% | $12,068+28.1% | $12,624+22.4% |