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 | $93,079 | $86,286+7.9% | $111,297-16.4% | $85,850+8.4% |
| Participation rate | 73.9% | 73.3%+0.6pp | 77.3%-3.4pp | 69.3%+4.6pp |
| Annual return | 10.59% | 19.99%-9.4pp | 54.65%-44.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,963 | $2,043-3.9% | $2,731-28.1% | $2,565-23.5% |
| Participant deferral / active EE | $3,439 | $3,641-5.5% | $4,487-23.4% | $3,952-13.0% |
| Admin fee / account holder | $694 | $8,188-91.5% | $7,964-91.3% | $6,260-88.9% |