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 | $92,133 | $72,492+27.1% | $87,100+5.8% | $72,985+26.2% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.9%+3.8pp | 69.5%+11.2pp |
| Annual return | 4.15% | 24.46%-20.3pp | 28.19%-24.0pp | 81.00%-76.9pp |
| Employer contribution / active EE | $1,828 | $1,894-3.5% | $2,521-27.5% | $2,440-25.1% |
| Participant deferral / active EE | $4,029 | $3,270+23.2% | $4,049-0.5% | $3,607+11.7% |
| Admin fee / account holder | $784 | $5,055-84.5% | $7,497-89.5% | $5,124-84.7% |