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 | $78,244 | $152,587-48.7% | $125,175-37.5% | $152,861-48.8% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 3.91% | 54.84%-50.9pp | 43.79%-39.9pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,538 | $4,946-68.9% | $3,865-60.2% | $4,762-67.7% |
| Participant deferral / active EE | $5,276 | $5,868-10.1% | $4,937+6.9% | $5,850-9.8% |
| Admin fee / account holder | $4,366 | $13,434-67.5% | $9,702-55.0% | $11,596-62.4% |