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 | $82,709 | $89,753-7.8% | $107,525-23.1% | $84,808-2.5% |
| Participation rate | 84.8% | 68.1%+16.8pp | 75.1%+9.8pp | 68.3%+16.5pp |
| Annual return | 11.35% | 29.48%-18.1pp | 181.32%-170.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,025 | $3,113-34.9% | $3,754-46.0% | $2,631-23.0% |
| Participant deferral / active EE | $3,698 | $4,056-8.8% | $5,116-27.7% | $4,212-12.2% |
| Admin fee / account holder | $25,941 | $7,222+259.2% | $8,919+190.9% | $7,344+253.2% |