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 | $75,380 | $86,286-12.6% | $111,297-32.3% | $85,850-12.2% |
| Participation rate | 71.8% | 73.3%-1.6pp | 77.3%-5.5pp | 69.3%+2.4pp |
| Annual return | 10.55% | 19.99%-9.4pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,708 | $2,043-16.4% | $2,731-37.4% | $2,565-33.4% |
| Participant deferral / active EE | $3,246 | $3,641-10.8% | $4,487-27.7% | $3,952-17.9% |
| Admin fee / account holder | $8,821 | $8,188+7.7% | $7,964+10.8% | $6,260+40.9% |