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 | $91,795 | $51,175+79.4% | $70,515+30.2% | $75,163+22.1% |
| Participation rate | 73.5% | 60.9%+12.6pp | 68.3%+5.2pp | 67.2%+6.3pp |
| Annual return | 11.01% | 30.02%-19.0pp | 32.77%-21.8pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,453 | $1,826-20.4% | $2,973-51.1% | $2,670-45.6% |
| Participant deferral / active EE | $2,059 | $2,849-27.7% | $4,567-54.9% | $4,125-50.1% |
| Admin fee / account holder | $2,862 | $4,091-30.0% | $6,412-55.4% | $5,651-49.3% |