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 | $88,994 | $123,793-28.1% | $177,821-50.0% | $79,858+11.4% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 9.21% | 22.82%-13.6pp | 48.32%-39.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,273 | $4,095-44.5% | $5,918-61.6% | $2,471-8.0% |
| Participant deferral / active EE | $4,920 | $5,956-17.4% | $7,714-36.2% | $3,740+31.5% |
| Admin fee / account holder | $10,448 | $7,243+44.3% | $12,427-15.9% | $5,306+96.9% |