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 | $91,850 | $95,803-4.1% | $113,168-18.8% | $84,808+8.3% |
| Participation rate | 70.5% | 72.9%-2.4pp | 76.6%-6.1pp | 68.3%+2.1pp |
| Annual return | 12.09% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $812 | $2,360-65.6% | $2,975-72.7% | $2,631-69.1% |
| Participant deferral / active EE | $4,061 | $4,242-4.3% | $5,107-20.5% | $4,212-3.6% |
| Admin fee / account holder | $29,528 | $8,989+228.5% | $12,068+144.7% | $7,344+302.1% |