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 | $88,977 | $93,571-4.9% | $135,903-34.5% | $75,163+18.4% |
| Participation rate | 73.6% | 75.2%-1.6pp | 81.9%-8.3pp | 67.2%+6.4pp |
| Annual return | 14.23% | 30.90%-16.7pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,237 | $3,537-65.0% | $4,856-74.5% | $2,670-53.7% |
| Participant deferral / active EE | $4,440 | $6,404-30.7% | $7,758-42.8% | $4,125+7.6% |
| Admin fee / account holder | $17,849 | $6,975+155.9% | $10,762+65.9% | $5,651+215.9% |