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 | $85,260 | $96,484-11.6% | $75,886+12.4% | $152,861-44.2% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.3%+7.6pp | 82.4%-5.5pp |
| Annual return | 8.82% | 33.98%-25.2pp | 30.76%-21.9pp | 345.32%-336.5pp |
| Employer contribution / active EE | $1,120 | $3,309-66.2% | $2,500-55.2% | $4,762-76.5% |
| Participant deferral / active EE | $1,668 | $4,553-63.4% | $3,603-53.7% | $5,850-71.5% |
| Admin fee / account holder | $3,229 | $8,078-60.0% | $5,418-40.4% | $11,596-72.2% |