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 | $88,520 | $153,772-42.4% | $133,980-33.9% | $273,961-67.7% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 1.63% | 36.51%-34.9pp | 29.30%-27.7pp | 41.45%-39.8pp |
| Employer contribution / active EE | $2,011 | $6,029-66.6% | $5,211-61.4% | $4,869-58.7% |
| Participant deferral / active EE | $3,302 | $6,958-52.5% | $6,282-47.4% | $5,287-37.5% |
| Admin fee / account holder | $1,276 | $11,765-89.2% | $9,324-86.3% | $10,132-87.4% |