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 | $88,224 | $109,881-19.7% | $150,045-41.2% | $84,808+4.0% |
| Participation rate | 82.1% | 76.1%+6.0pp | 82.3%-0.2pp | 68.3%+13.8pp |
| Annual return | 12.79% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,977 | $3,561+11.7% | $4,693-15.3% | $2,631+51.2% |
| Participant deferral / active EE | $7,408 | $6,636+11.6% | $7,997-7.4% | $4,212+75.9% |
| Admin fee / account holder | $10,473 | $8,568+22.2% | $13,435-22.0% | $7,344+42.6% |