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 | $82,145 | $84,233-2.5% | $170,442-51.8% | $70,131+17.1% |
| Participation rate | 89.3% | 70.8%+18.5pp | 83.6%+5.7pp | 69.5%+19.7pp |
| Annual return | 10.41% | 23.06%-12.7pp | 205.93%-195.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $3,036 | $3,387-10.4% | $5,433-44.1% | $2,342+29.6% |
| Participant deferral / active EE | $4,057 | $3,086+31.5% | $4,939-17.9% | $3,332+21.8% |
| Admin fee / account holder | $10,770 | $5,698+89.0% | $13,880-22.4% | $4,645+131.8% |