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 | $113,975 | $123,793-7.9% | $177,821-35.9% | $79,858+42.7% |
| Participation rate | 96.6% | 84.7%+12.0pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | 10.43% | 22.82%-12.4pp | 48.32%-37.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $3,564 | $4,095-13.0% | $5,918-39.8% | $2,471+44.2% |
| Participant deferral / active EE | $3,951 | $5,956-33.7% | $7,714-48.8% | $3,740+5.6% |
| Admin fee / account holder | $964 | $7,243-86.7% | $12,427-92.2% | $5,306-81.8% |