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 | $79,323 | $103,376-23.3% | $87,100-8.9% | $152,861-48.1% |
| Participation rate | 79.2% | 79.3%-0.2pp | 76.9%+2.3pp | 82.4%-3.3pp |
| Annual return | 1.36% | 28.10%-26.7pp | 28.19%-26.8pp | 345.32%-344.0pp |
| Employer contribution / active EE | $1,436 | $3,220-55.4% | $2,521-43.0% | $4,762-69.8% |
| Participant deferral / active EE | $4,074 | $4,778-14.7% | $4,049+0.6% | $5,850-30.4% |
| Admin fee / account holder | $6,320 | $12,205-48.2% | $7,497-15.7% | $11,596-45.5% |