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 | $78,814 | $116,175-32.2% | $93,606-15.8% | $152,861-48.4% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 1.64% | 35.96%-34.3pp | 32.76%-31.1pp | 345.32%-343.7pp |
| Employer contribution / active EE | $670 | $3,218-79.2% | $2,718-75.3% | $4,762-85.9% |
| Participant deferral / active EE | $3,676 | $4,603-20.1% | $4,069-9.7% | $5,850-37.2% |
| Admin fee / account holder | $6,524 | $10,748-39.3% | $7,888-17.3% | $11,596-43.7% |