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 | $89,859 | $117,841-23.7% | $102,423-12.3% | $145,922-38.4% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 7.33% | 31.65%-24.3pp | 29.32%-22.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,109 | $3,615-69.3% | $3,023-63.3% | $4,660-76.2% |
| Participant deferral / active EE | $3,039 | $5,731-47.0% | $5,053-39.9% | $6,688-54.6% |
| Admin fee / account holder | $35,347 | $13,326+165.3% | $9,451+274.0% | $13,397+163.8% |