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 | $95,883 | $86,286+11.1% | $111,297-13.8% | $85,850+11.7% |
| Participation rate | 84.8% | 73.3%+11.5pp | 77.3%+7.5pp | 69.3%+15.5pp |
| Annual return | 10.32% | 19.99%-9.7pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,749 | $2,043-14.4% | $2,731-36.0% | $2,565-31.8% |
| Participant deferral / active EE | $3,056 | $3,641-16.1% | $4,487-31.9% | $3,952-22.7% |
| Admin fee / account holder | $15,560 | $8,188+90.0% | $7,964+95.4% | $6,260+148.6% |