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 | $97,454 | $95,803+1.7% | $113,168-13.9% | $84,808+14.9% |
| Participation rate | 72.1% | 72.9%-0.8pp | 76.6%-4.5pp | 68.3%+3.7pp |
| Annual return | 10.70% | 25.00%-14.3pp | 24.27%-13.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $847 | $2,360-64.1% | $2,975-71.5% | $2,631-67.8% |
| Participant deferral / active EE | $3,288 | $4,242-22.5% | $5,107-35.6% | $4,212-21.9% |
| Admin fee / account holder | $118,770 | $8,989+1221.3% | $12,068+884.2% | $7,344+1517.3% |