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 | $89,700 | $95,416-6.0% | $185,823-51.7% | $85,850+4.5% |
| Participation rate | 97.4% | 68.8%+28.6pp | 81.7%+15.7pp | 69.3%+28.1pp |
| Annual return | 10.83% | 23.59%-12.8pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,680 | $3,314-49.3% | $5,167-67.5% | $2,565-34.5% |
| Participant deferral / active EE | $4,574 | $3,423+33.6% | $5,568-17.8% | $3,952+15.8% |
| Admin fee / account holder | $6,032 | $7,213-16.4% | $16,237-62.9% | $6,260-3.6% |