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 | $88,902 | $98,750-10.0% | $149,696-40.6% | $79,858+11.3% |
| Participation rate | 84.7% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 10.27% | 27.43%-17.2pp | 276.60%-266.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,577 | $3,216-19.9% | $4,644-44.5% | $2,471+4.3% |
| Participant deferral / active EE | $3,660 | $5,680-35.6% | $6,842-46.5% | $3,740-2.1% |
| Admin fee / account holder | $2,214 | $6,053-63.4% | $9,309-76.2% | $5,306-58.3% |