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 | $84,856 | $73,981+14.7% | $105,722-19.7% | $62,891+34.9% |
| Participation rate | 96.0% | 71.7%+24.3pp | 78.9%+17.1pp | 69.3%+26.7pp |
| Annual return | 1.79% | 17.60%-15.8pp | 12.25%-10.5pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,317 | $2,856-53.9% | $4,079-67.7% | $2,281-42.3% |
| Participant deferral / active EE | $3,246 | $4,038-19.6% | $5,326-39.1% | $3,203+1.3% |
| Admin fee / account holder | $6,589 | $5,976+10.3% | $8,308-20.7% | $4,296+53.4% |