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 | $86,179 | $99,985-13.8% | $146,665-41.2% | $85,850+0.4% |
| Participation rate | 79.1% | 73.1%+6.0pp | 80.1%-1.0pp | 69.3%+9.8pp |
| Annual return | 10.72% | 18.93%-8.2pp | 22.74%-12.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,528 | $2,559-40.3% | $4,136-63.0% | $2,565-40.4% |
| Participant deferral / active EE | $4,914 | $4,006+22.7% | $5,506-10.7% | $3,952+24.4% |
| Admin fee / account holder | $4,243 | $7,702-44.9% | $10,280-58.7% | $6,260-32.2% |