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 | $69,989 | $123,793-43.5% | $177,821-60.6% | $79,858-12.4% |
| Participation rate | 87.2% | 84.7%+2.6pp | 87.7%-0.5pp | 69.6%+17.6pp |
| Annual return | 7.92% | 22.82%-14.9pp | 48.32%-40.4pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,973 | $4,095-51.8% | $5,918-66.7% | $2,471-20.1% |
| Participant deferral / active EE | $2,916 | $5,956-51.0% | $7,714-62.2% | $3,740-22.0% |
| Admin fee / account holder | $1,347 | $7,243-81.4% | $12,427-89.2% | $5,306-74.6% |