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 | $86,890 | $72,492+19.9% | $87,100-0.2% | $72,985+19.1% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.4pp | 69.5%+24.7pp |
| Annual return | 5.70% | 24.46%-18.8pp | 28.19%-22.5pp | 81.00%-75.3pp |
| Employer contribution / active EE | $1,428 | $1,894-24.6% | $2,521-43.4% | $2,440-41.5% |
| Participant deferral / active EE | $3,077 | $3,270-5.9% | $4,049-24.0% | $3,607-14.7% |
| Admin fee / account holder | $2,396 | $5,055-52.6% | $7,497-68.0% | $5,124-53.2% |