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 | $93,406 | $86,286+8.3% | $111,297-16.1% | $85,850+8.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 7.34% | 19.99%-12.6pp | 54.65%-47.3pp | 318.53%-311.2pp |
| Employer contribution / active EE | $2,992 | $2,043+46.4% | $2,731+9.6% | $2,565+16.6% |
| Participant deferral / active EE | $3,949 | $3,641+8.5% | $4,487-12.0% | $3,952-0.1% |
| Admin fee / account holder | $3,557 | $8,188-56.6% | $7,964-55.3% | $6,260-43.2% |