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 | $89,644 | $95,803-6.4% | $113,168-20.8% | $84,808+5.7% |
| Participation rate | 77.1% | 72.9%+4.3pp | 76.6%+0.6pp | 68.3%+8.8pp |
| Annual return | 9.24% | 25.00%-15.8pp | 24.27%-15.0pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,629 | $2,360-31.0% | $2,975-45.3% | $2,631-38.1% |
| Participant deferral / active EE | $2,864 | $4,242-32.5% | $5,107-43.9% | $4,212-32.0% |
| Admin fee / account holder | $4,135 | $8,989-54.0% | $12,068-65.7% | $7,344-43.7% |