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 | $83,002 | $138,347-40.0% | $184,203-54.9% | $80,856+2.7% |
| Participation rate | 91.4% | 83.9%+7.6pp | 86.8%+4.6pp | 67.6%+23.8pp |
| Annual return | 7.48% | 20.02%-12.5pp | 28.81%-21.3pp | 35.59%-28.1pp |
| Employer contribution / active EE | $2,596 | $4,850-46.5% | $6,427-59.6% | $2,755-5.8% |
| Participant deferral / active EE | $4,700 | $7,071-33.5% | $9,131-48.5% | $4,296+9.4% |
| Admin fee / account holder | $12,588 | $10,483+20.1% | $13,901-9.4% | $6,918+82.0% |