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 | $99,187 | $116,175-14.6% | $93,606+6.0% | $152,861-35.1% |
| Participation rate | 72.7% | 78.0%-5.3pp | 75.8%-3.1pp | 82.4%-9.7pp |
| Annual return | 4.13% | 35.96%-31.8pp | 32.76%-28.6pp | 345.32%-341.2pp |
| Employer contribution / active EE | $1,332 | $3,218-58.6% | $2,718-51.0% | $4,762-72.0% |
| Participant deferral / active EE | $2,923 | $4,603-36.5% | $4,069-28.2% | $5,850-50.0% |
| Admin fee / account holder | $13,071 | $10,748+21.6% | $7,888+65.7% | $11,596+12.7% |