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 | $83,770 | $80,717+3.8% | $154,803-45.9% | $84,808-1.2% |
| Participation rate | 74.5% | 66.8%+7.7pp | 78.1%-3.6pp | 68.3%+6.2pp |
| Annual return | 10.33% | 37.96%-27.6pp | 58.88%-48.6pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,152 | $2,761-58.3% | $4,305-73.2% | $2,631-56.2% |
| Participant deferral / active EE | $3,033 | $3,303-8.2% | $5,540-45.3% | $4,212-28.0% |
| Admin fee / account holder | $4,514 | $6,746-33.1% | $14,329-68.5% | $7,344-38.5% |