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 | $80,477 | $86,929-7.4% | $102,423-21.4% | $80,856-0.5% |
| Participation rate | 75.3% | 72.4%+3.0pp | 76.5%-1.1pp | 67.6%+7.7pp |
| Annual return | 9.97% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,603 | $2,369-32.3% | $3,023-47.0% | $2,755-41.8% |
| Participant deferral / active EE | $3,411 | $4,118-17.2% | $5,053-32.5% | $4,296-20.6% |
| Admin fee / account holder | $1,818 | $8,049-77.4% | $9,451-80.8% | $6,918-73.7% |