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 | $100,888 | $117,381-14.1% | $99,443+1.5% | $152,861-34.0% |
| Participation rate | 77.8% | 77.5%+0.2pp | 73.8%+3.9pp | 82.4%-4.7pp |
| Annual return | 2.06% | 31.87%-29.8pp | 30.72%-28.7pp | 345.32%-343.3pp |
| Employer contribution / active EE | $1,197 | $3,013-60.3% | $2,540-52.9% | $4,762-74.9% |
| Participant deferral / active EE | $1,783 | $4,086-56.4% | $3,619-50.7% | $5,850-69.5% |
| Admin fee / account holder | $6,100 | $7,631-20.1% | $6,250-2.4% | $11,596-47.4% |