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 | $82,742 | $89,355-7.4% | $141,162-41.4% | $72,985+13.4% |
| Participation rate | 86.0% | 75.1%+10.8pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 18.68% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,681 | $3,114-46.0% | $4,735-64.5% | $2,440-31.1% |
| Participant deferral / active EE | $4,603 | $5,418-15.0% | $6,709-31.4% | $3,607+27.6% |
| Admin fee / account holder | $1,082 | $5,958-81.8% | $10,261-89.5% | $5,124-78.9% |